+120.6%
KRE vs VXUS
+151.9%
-31.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -0.3% |
| 7D | -1.1% | +0.3% | -1.4% | -1.4% |
| 30D | -3.4% | +0.7% | -4.1% | -4.2% |
| 3M | +3.7% | +4.8% | -1.0% | -2.3% |
| 6M | +14.8% | +11.3% | +3.4% | -0.1% |
| YTD | +14.7% | +16.5% | -1.9% | -5.7% |
| 1Y | +16.0% | +24.3% | -8.3% | -11.7% |
| 3Y | +84.3% | +74.5% | +9.8% | -6.8% |
| 5Y | +30.9% | +54.3% | -23.5% | -22.6% |
| All | +120.6% | +151.9% | -31.3% | -20.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling