+1,548.6%
TER vs VXUS
+163.7%
+1,384.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +2.8% | +9.9% | +8.6% |
| 7D | -5.8% | +0.8% | -6.5% | -6.1% |
| 30D | -38.9% | -1.9% | -37.0% | -36.5% |
| 3M | -35.1% | -4.4% | -30.7% | -29.5% |
| 6M | -31.6% | -2.0% | -29.6% | -26.1% |
| YTD | +27.2% | +11.1% | +16.1% | +18.6% |
| 1Y | +35.2% | +15.1% | +20.2% | +20.8% |
| 3Y | +192.8% | +70.4% | +122.4% | +60.4% |
| 5Y | +72.4% | +47.2% | +25.2% | +17.9% |
| 10Y | +1,001.8% | +142.3% | +859.6% | +342.1% |
| All | +1,548.6% | +163.7% | +1,384.9% | +486.7% |
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