+57.3%
VUG vs VXUS
+42.8%
+14.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.8% |
| 7D | -3.4% | -1.8% | -1.6% | -1.5% |
| 30D | -11.1% | -4.6% | -6.5% | -6.6% |
| 3M | -7.2% | -6.1% | -1.2% | -1.0% |
| 6M | -4.1% | -4.9% | +0.8% | +0.8% |
| YTD | +1.4% | +8.1% | -6.7% | -7.6% |
| 1Y | +1.9% | +12.1% | -10.2% | -10.8% |
| 3Y | +77.7% | +63.9% | +13.9% | +0.8% |
| All | +57.3% | +42.8% | +14.6% | +7.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling