+94.5%
QQQ vs VXUS
+54.3%
+40.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | +0.5% |
| 7D | +1.0% | +0.3% | +0.7% | +0.7% |
| 30D | -0.6% | +0.7% | -1.3% | -1.3% |
| 3M | +1.3% | +4.8% | -3.4% | -3.4% |
| 6M | +18.1% | +11.3% | +6.8% | +5.3% |
| YTD | +16.9% | +16.5% | +0.4% | -1.2% |
| 1Y | +24.0% | +24.3% | -0.3% | -2.4% |
| 3Y | +95.6% | +74.5% | +21.1% | +5.0% |
| 5Y | +94.5% | +54.3% | +40.2% | +20.6% |
| All | +94.5% | +54.3% | +40.2% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling