+3.8%
VUG vs VXUS
+12.1%
-8.3%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.5% |
| 7D | +4.4% | +2.3% | +2.1% | +2.5% |
| 30D | -7.3% | -2.2% | -5.1% | -5.6% |
| 3M | -4.2% | -5.4% | +1.2% | 0.0% |
| 6M | -1.6% | -1.2% | -0.3% | -0.4% |
| YTD | +4.9% | +10.4% | -5.5% | -5.3% |
| 1Y | +3.8% | +11.8% | -8.0% | -7.8% |
| All | +3.8% | +12.1% | -8.3% | -7.8% |
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