-7.8%
LOW vs VXUS
+75.9%
-83.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.5% |
| 7D | +0.4% | +1.6% | -1.2% | -0.7% |
| 30D | -10.1% | +1.0% | -11.1% | -10.7% |
| 3M | -2.9% | +5.7% | -8.5% | -6.7% |
| 6M | -19.4% | +13.6% | -33.0% | -27.1% |
| YTD | -15.4% | +17.4% | -32.8% | -25.6% |
| 1Y | -24.9% | +25.1% | -50.0% | -37.3% |
| 3Y | -7.8% | +75.8% | -83.6% | -44.1% |
| All | -7.8% | +75.9% | -83.7% | -44.1% |
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 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