+87.5%
U vs VXUS
+69.0%
+18.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.3% | +5.3% |
| 7D | +2.6% | +2.1% | +0.4% | -0.9% |
| 30D | +27.6% | -1.1% | +28.7% | +28.5% |
| 3M | +15.3% | -5.6% | +21.0% | +25.1% |
| 6M | +96.4% | -2.3% | +98.6% | +99.2% |
| YTD | +19.6% | +10.4% | +9.2% | -5.6% |
| 1Y | +42.1% | +13.1% | +29.1% | +6.5% |
| 3Y | +87.5% | +68.0% | +19.5% | -39.8% |
| All | +87.5% | +69.0% | +18.6% | -39.8% |
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