+108.3%
V vs VXUS
+45.4%
+62.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +0.9% | +2.1% | -1.2% | -0.5% |
| 30D | +9.0% | -1.1% | +10.1% | +9.7% |
| 3M | +16.7% | -5.6% | +22.3% | +20.9% |
| 6M | +33.4% | -2.3% | +35.7% | +34.1% |
| YTD | +22.4% | +10.4% | +12.0% | +11.2% |
| 1Y | +27.7% | +13.1% | +14.6% | +13.8% |
| 3Y | +78.0% | +68.0% | +10.0% | +11.3% |
| All | +108.3% | +45.4% | +62.9% | +56.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling