+71.7%
TER vs VXUS
+45.4%
+26.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.4% | -5.3% |
| 7D | +14.4% | +2.1% | +12.2% | +10.3% |
| 30D | -30.6% | -1.1% | -29.4% | -28.0% |
| 3M | -39.2% | -5.6% | -33.6% | -30.5% |
| 6M | -31.3% | -2.3% | -29.0% | -23.9% |
| YTD | +29.1% | +10.4% | +18.7% | +18.9% |
| 1Y | +47.4% | +13.1% | +34.4% | +31.0% |
| 3Y | +191.2% | +68.0% | +123.2% | +38.4% |
| All | +71.7% | +45.4% | +26.2% | +8.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling