+43.2%
TER vs VXUS
+16.4%
+26.7%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +2.0% | -8.8% | -12.5% |
| 7D | -19.9% | +0.2% | -20.0% | -20.5% |
| 30D | -43.5% | -2.3% | -41.2% | -39.5% |
| 3M | -37.8% | -2.8% | -35.0% | -31.9% |
| 6M | -25.6% | +2.6% | -28.2% | -26.1% |
| YTD | +29.8% | +12.0% | +17.8% | -0.4% |
| 1Y | +43.2% | +16.5% | +26.6% | -2.7% |
| All | +43.2% | +16.4% | +26.7% | -2.7% |
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 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