+90.1%
KO vs VXUS
+69.0%
+21.1%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +3.7% | +2.1% | +1.6% | +3.6% |
| 30D | +8.1% | -1.1% | +9.3% | +8.2% |
| 3M | +14.2% | -5.6% | +19.8% | +14.6% |
| 6M | +25.2% | -2.3% | +27.5% | +25.2% |
| YTD | +44.7% | +10.4% | +34.4% | +41.6% |
| 1Y | +43.4% | +13.1% | +30.3% | +39.6% |
| 3Y | +90.1% | +68.0% | +22.1% | +70.4% |
| All | +90.1% | +69.0% | +21.1% | +70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VXUS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling