+231.9%
VLO vs VXUS
+69.0%
+162.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +9.6% | +2.1% | +7.5% | +9.0% |
| 30D | -17.4% | -1.1% | -16.3% | -17.2% |
| 3M | +10.8% | -5.6% | +16.4% | +12.6% |
| 6M | +56.9% | -2.3% | +59.2% | +57.2% |
| YTD | +136.8% | +10.4% | +126.4% | +118.0% |
| 1Y | +120.7% | +13.1% | +107.6% | +99.3% |
| 3Y | +231.9% | +68.0% | +163.9% | +117.9% |
| All | +231.9% | +69.0% | +162.9% | +117.9% |
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