+415.8%
KO vs VXUS
+161.8%
+254.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +3.7% | +2.1% | +1.6% | +2.7% |
| 30D | +8.1% | -1.1% | +9.3% | +8.6% |
| 3M | +14.2% | -5.6% | +19.8% | +17.0% |
| 6M | +25.2% | -2.3% | +27.5% | +25.5% |
| YTD | +44.7% | +10.4% | +34.4% | +36.2% |
| 1Y | +43.4% | +13.1% | +30.3% | +33.3% |
| 3Y | +90.1% | +68.0% | +22.1% | +42.9% |
| 5Y | +103.0% | +45.8% | +57.1% | +62.8% |
| 10Y | +229.8% | +144.7% | +85.1% | +99.6% |
| All | +415.8% | +161.8% | +254.0% | +191.1% |
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