-24.7%
U vs VXUS
+80.8%
-105.5%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.1% | +5.4% | +5.2% |
| 7D | +36.6% | -1.8% | +38.3% | +39.5% |
| 30D | +13.3% | -4.6% | +17.9% | +22.9% |
| 3M | +26.2% | -6.1% | +32.3% | +40.6% |
| 6M | +88.7% | -4.9% | +93.6% | +102.6% |
| YTD | +16.6% | +8.1% | +8.5% | -6.4% |
| 1Y | +29.0% | +12.1% | +16.9% | -4.3% |
| 3Y | +99.5% | +63.9% | +35.6% | -33.6% |
| 5Y | -66.1% | +43.1% | -109.2% | -85.0% |
| All | -24.7% | +80.8% | -105.5% | -71.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling