+2,826.7%
VRT vs VXUS
+104.8%
+2,721.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.0% | +4.2% |
| 7D | +13.6% | +1.6% | +12.0% | +11.2% |
| 30D | +6.8% | +1.0% | +5.8% | +5.4% |
| 3M | -3.2% | +5.7% | -8.9% | -9.0% |
| 6M | +20.3% | +13.6% | +6.8% | +3.0% |
| YTD | +79.6% | +17.4% | +62.2% | +48.2% |
| 1Y | +139.0% | +25.1% | +113.9% | +82.7% |
| 3Y | +644.6% | +75.8% | +568.8% | +282.5% |
| 5Y | +1,024.4% | +55.4% | +969.0% | +572.6% |
| All | +2,826.7% | +104.8% | +2,721.9% | +1,072.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling