+2.7%
VUG vs VXUS
+14.1%
-11.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.8% | -0.1% | +0.5% |
| 7D | +0.5% | +0.8% | -0.3% | 0.0% |
| 30D | -8.2% | -1.9% | -6.3% | -6.7% |
| 3M | -5.4% | -4.4% | -1.0% | -2.1% |
| 6M | -2.5% | -2.0% | -0.6% | -1.0% |
| YTD | +4.2% | +11.1% | -6.9% | -6.3% |
| All | +2.7% | +14.1% | -11.4% | -10.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling