+207.8%
TER vs VXUS
+69.0%
+138.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.2% | +1.4% |
| 7D | +24.0% | +2.3% | +21.7% | +18.4% |
| 30D | -30.6% | -2.2% | -28.4% | -25.9% |
| 3M | -34.5% | -5.4% | -29.1% | -24.2% |
| 6M | -26.4% | -1.2% | -25.1% | -19.3% |
| YTD | +36.4% | +10.4% | +26.0% | +24.5% |
| 1Y | +47.4% | +11.8% | +35.6% | +32.0% |
| All | +207.8% | +69.0% | +138.8% | +36.0% |
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