+77.6%
V vs VXUS
+63.2%
+14.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +2.2% | -1.8% | +4.0% | +2.9% |
| 30D | +13.6% | -4.6% | +18.1% | +15.5% |
| 3M | +14.3% | -6.1% | +20.4% | +16.8% |
| 6M | +33.1% | -4.9% | +38.0% | +35.0% |
| YTD | +21.2% | +8.1% | +13.2% | +14.3% |
| 1Y | +26.4% | +12.1% | +14.3% | +16.7% |
| 3Y | +77.6% | +63.9% | +13.7% | +34.8% |
| All | +77.6% | +63.2% | +14.4% | +34.8% |
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