+102.9%
KO vs VXUS
+45.4%
+57.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +3.7% | +2.1% | +1.6% | +3.2% |
| 30D | +8.1% | -1.1% | +9.3% | +8.3% |
| 3M | +14.2% | -5.6% | +19.8% | +15.6% |
| 6M | +25.2% | -2.3% | +27.5% | +25.3% |
| YTD | +44.7% | +10.4% | +34.4% | +39.2% |
| 1Y | +43.4% | +13.1% | +30.3% | +36.8% |
| 3Y | +90.1% | +68.0% | +22.1% | +55.3% |
| All | +102.9% | +45.4% | +57.5% | +76.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling