+265.9%
T vs VXUS
+179.6%
+86.3%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.4% | -2.2% |
| 7D | -1.3% | +1.0% | -2.3% | -1.7% |
| 30D | +11.4% | +2.2% | +9.2% | +10.2% |
| 3M | +14.3% | +3.0% | +11.3% | +12.2% |
| 6M | -9.3% | +10.7% | -19.9% | -14.5% |
| YTD | +7.1% | +17.8% | -10.7% | -2.6% |
| 1Y | -9.1% | +27.6% | -36.7% | -20.8% |
| 3Y | +105.3% | +73.3% | +32.0% | +50.1% |
| 5Y | +66.8% | +54.3% | +12.5% | +28.8% |
| 10Y | +66.8% | +149.8% | -83.0% | -2.1% |
| All | +265.9% | +179.6% | +86.3% | +97.3% |
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