+2,723.0%
VRT vs VXUS
+105.5%
+2,617.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.5% | +3.9% | +3.7% |
| 7D | +9.1% | +1.0% | +8.1% | +7.7% |
| 30D | +0.9% | +2.2% | -1.3% | -2.0% |
| 3M | -13.4% | +3.0% | -16.3% | -15.5% |
| 6M | +11.7% | +10.7% | +1.0% | -1.0% |
| YTD | +73.2% | +17.8% | +55.4% | +42.3% |
| 1Y | +123.4% | +27.6% | +95.8% | +66.3% |
| 3Y | +606.2% | +73.3% | +532.9% | +269.0% |
| 5Y | +899.9% | +54.3% | +845.6% | +501.5% |
| All | +2,723.0% | +105.5% | +2,617.5% | +1,025.7% |
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