+27.6%
V vs VXUS
+13.3%
+14.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.4% |
| 7D | +0.8% | +0.5% | +0.3% | +0.8% |
| 30D | +9.9% | -2.5% | +12.5% | +10.1% |
| 3M | +17.5% | -4.6% | +22.1% | +17.7% |
| 6M | +33.5% | -2.6% | +36.1% | +33.6% |
| YTD | +21.6% | +10.4% | +11.2% | +14.8% |
| 1Y | +27.6% | +12.9% | +14.7% | +18.4% |
| All | +27.6% | +13.3% | +14.3% | +18.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling