+2,628.1%
V vs VXUS
+156.4%
+2,471.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | -0.1% |
| 7D | +2.2% | -1.8% | +4.0% | +3.7% |
| 30D | +13.6% | -4.6% | +18.1% | +18.0% |
| 3M | +14.3% | -6.1% | +20.4% | +20.1% |
| 6M | +33.1% | -4.9% | +38.0% | +37.0% |
| YTD | +21.2% | +8.1% | +13.2% | +10.8% |
| 1Y | +26.4% | +12.1% | +14.3% | +11.9% |
| 3Y | +77.6% | +63.9% | +13.7% | +10.7% |
| 5Y | +102.6% | +43.1% | +59.5% | +42.6% |
| 10Y | +464.4% | +139.2% | +325.2% | +159.6% |
| All | +2,628.1% | +156.4% | +2,471.7% | +1,091.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling