+108.7%
USB vs VXUS
+148.5%
-39.7%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.8% |
| 7D | +1.4% | +1.0% | +0.4% | +0.4% |
| 30D | -1.3% | +2.2% | -3.5% | -3.6% |
| 3M | +15.2% | +3.0% | +12.3% | +10.9% |
| 6M | +18.8% | +10.7% | +8.2% | +5.2% |
| YTD | +21.0% | +17.8% | +3.2% | -0.2% |
| 1Y | +34.0% | +27.6% | +6.4% | +1.2% |
| 3Y | +95.3% | +73.3% | +22.0% | +4.8% |
| 5Y | +40.4% | +54.3% | -14.0% | -14.0% |
| All | +108.7% | +148.5% | -39.7% | -19.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling