+92.5%
USB vs VXUS
+63.0%
+29.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.7% | +1.6% | +0.5% |
| 7D | -1.5% | -3.4% | +1.9% | +1.0% |
| 30D | +4.3% | -5.8% | +10.1% | +8.8% |
| 3M | -6.1% | -6.4% | +0.4% | -1.6% |
| 6M | +9.4% | -2.5% | +11.9% | +10.3% |
| YTD | +15.2% | +7.9% | +7.3% | +5.4% |
| 1Y | +32.8% | +11.5% | +21.3% | +17.8% |
| All | +92.5% | +63.0% | +29.5% | +3.5% |
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