+2.8%
TLT vs VXUS
+69.0%
-66.1%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -3.1% | +2.1% | -5.2% | -3.5% |
| 30D | +1.0% | -1.1% | +2.2% | +1.2% |
| 3M | -2.7% | -5.6% | +2.9% | -1.7% |
| 6M | -4.1% | -2.3% | -1.9% | -3.8% |
| YTD | -5.4% | +10.4% | -15.7% | -7.3% |
| 1Y | -7.0% | +13.1% | -20.1% | -9.3% |
| 3Y | +2.8% | +68.0% | -65.2% | -12.1% |
| All | +2.8% | +69.0% | -66.1% | -12.1% |
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