+1,107.2%
LOW vs VXUS
+161.8%
+945.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +1.4% | +2.1% | -0.7% | -0.3% |
| 30D | +21.7% | -1.1% | +22.8% | +22.8% |
| 3M | +5.0% | -5.6% | +10.6% | +9.9% |
| 6M | +4.6% | -2.3% | +6.9% | +5.7% |
| YTD | -3.5% | +10.4% | -13.8% | -12.0% |
| 1Y | +0.5% | +13.1% | -12.5% | -10.1% |
| 3Y | +24.8% | +68.0% | -43.2% | -20.4% |
| 5Y | +6.5% | +45.8% | -39.4% | -23.9% |
| 10Y | +294.6% | +144.7% | +149.9% | +91.8% |
| All | +1,107.2% | +161.8% | +945.4% | +448.2% |
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