+601.6%
VLO vs VXUS
+54.5%
+547.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.4% | +3.6% | +3.5% |
| 7D | +5.8% | +1.6% | +4.2% | +4.8% |
| 30D | +28.3% | +1.0% | +27.3% | +27.6% |
| 3M | +48.7% | +5.7% | +43.1% | +43.5% |
| 6M | +71.9% | +13.6% | +58.3% | +55.8% |
| YTD | +138.7% | +17.4% | +121.3% | +110.0% |
| 1Y | +148.5% | +25.1% | +123.4% | +107.9% |
| 3Y | +192.7% | +75.8% | +116.8% | +86.1% |
| 5Y | +601.6% | +55.4% | +546.2% | +410.5% |
| All | +601.6% | +54.5% | +547.1% | +410.5% |
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