+18.4%
U vs VXUS
+16.4%
+1.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.0% | +2.9% | +2.8% |
| 7D | +7.5% | +0.2% | +7.3% | +7.4% |
| 30D | -7.0% | -2.3% | -4.8% | -4.7% |
| 3M | +20.6% | -2.8% | +23.4% | +24.0% |
| 6M | +53.2% | +2.6% | +50.5% | +47.6% |
| YTD | -3.9% | +12.0% | -15.9% | -24.4% |
| 1Y | +18.4% | +16.5% | +1.9% | -17.0% |
| All | +18.4% | +16.4% | +1.9% | -17.0% |
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 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