+103.8%
U vs VXUS
+69.1%
+34.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.8% | -3.0% | -4.5% |
| 7D | +32.3% | +0.8% | +31.6% | +29.2% |
| 30D | +9.7% | -1.9% | +11.6% | +12.3% |
| 3M | +19.6% | -4.4% | +24.0% | +27.2% |
| 6M | +82.6% | -2.0% | +84.6% | +84.7% |
| YTD | +16.4% | +11.1% | +5.3% | -9.1% |
| 1Y | +28.5% | +15.1% | +13.4% | -6.7% |
| 3Y | +103.8% | +70.4% | +33.3% | -37.4% |
| All | +103.8% | +69.1% | +34.7% | -37.4% |
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