-8.0%
T vs VXUS
+14.1%
-22.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.1% | +1.6% |
| 7D | +1.7% | +0.8% | +0.9% | +1.9% |
| 30D | -1.7% | -1.9% | +0.2% | -2.4% |
| 3M | -7.3% | -4.4% | -2.9% | -8.6% |
| 6M | -11.2% | -2.0% | -9.2% | -11.5% |
| YTD | -8.1% | +11.1% | -19.2% | -7.4% |
| All | -8.0% | +14.1% | -22.1% | -7.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling