+1,740.6%
VRT vs VXUS
+88.5%
+1,652.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.3% | +3.3% |
| 7D | -21.4% | -1.8% | -19.6% | -19.3% |
| 30D | -25.8% | -4.6% | -21.3% | -20.4% |
| 3M | -33.5% | -6.1% | -27.4% | -26.7% |
| 6M | -49.0% | -4.9% | -44.1% | -44.1% |
| YTD | +12.9% | +8.1% | +4.9% | +5.7% |
| 1Y | 0.0% | +12.1% | -12.1% | -10.5% |
| 3Y | +361.8% | +63.9% | +297.9% | +163.9% |
| 5Y | +565.1% | +43.1% | +522.0% | +350.8% |
| All | +1,740.6% | +88.5% | +1,652.2% | +736.0% |
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