+211.7%
T vs VXUS
+156.4%
+55.3%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | +1.0% | -1.8% | +2.8% | +1.8% |
| 30D | -10.6% | -4.6% | -6.0% | -8.8% |
| 3M | -7.7% | -6.1% | -1.7% | -5.3% |
| 6M | -13.3% | -4.9% | -8.4% | -12.0% |
| YTD | -8.8% | +8.1% | -16.8% | -13.8% |
| 1Y | -8.4% | +12.1% | -20.5% | -15.1% |
| 3Y | +59.6% | +63.9% | -4.2% | +19.3% |
| 5Y | +52.1% | +43.1% | +9.0% | +21.3% |
| 10Y | +56.9% | +139.2% | -82.4% | -6.2% |
| All | +211.7% | +156.4% | +55.3% | +74.7% |
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