+9.6%
U vs VXUS
+76.2%
-66.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.8% |
| 7D | -3.8% | +1.0% | -4.8% | -5.4% |
| 30D | +17.5% | +2.2% | +15.3% | +13.0% |
| 3M | +38.7% | +3.0% | +35.8% | +31.0% |
| 6M | +104.4% | +10.7% | +93.8% | +67.8% |
| YTD | -5.7% | +17.8% | -23.5% | -32.6% |
| 1Y | +3.7% | +27.6% | -23.9% | -37.1% |
| All | +9.6% | +76.2% | -66.6% | -66.5% |
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