+356.5%
KO vs VXUS
+178.6%
+177.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.5% |
| 7D | +0.4% | +1.6% | -1.2% | -0.3% |
| 30D | +1.5% | +1.0% | +0.5% | +1.0% |
| 3M | +11.8% | +5.7% | +6.1% | +8.6% |
| 6M | +16.2% | +13.6% | +2.6% | +8.5% |
| YTD | +28.1% | +17.4% | +10.7% | +17.4% |
| 1Y | +34.8% | +25.1% | +9.7% | +19.5% |
| 3Y | +65.5% | +75.8% | -10.4% | +22.2% |
| 5Y | +81.6% | +55.4% | +26.2% | +41.6% |
| 10Y | +176.7% | +146.4% | +30.3% | +67.3% |
| All | +356.5% | +178.6% | +177.9% | +151.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling