+105.9%
T vs VXUS
+76.2%
+29.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.4% | -2.0% |
| 7D | -1.3% | +1.0% | -2.3% | -1.3% |
| 30D | +11.4% | +2.2% | +9.2% | +11.3% |
| 3M | +14.3% | +3.0% | +11.3% | +14.3% |
| 6M | -9.3% | +10.7% | -19.9% | -9.7% |
| YTD | +7.1% | +17.8% | -10.7% | +5.2% |
| 1Y | -9.1% | +27.6% | -36.7% | -12.2% |
| All | +105.9% | +76.2% | +29.7% | +78.5% |
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