+853.6%
VUG vs VXUS
+163.7%
+689.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.8% | -0.1% | +0.2% |
| 7D | +0.5% | +0.8% | -0.3% | -0.1% |
| 30D | -8.2% | -1.9% | -6.3% | -6.5% |
| 3M | -5.4% | -4.4% | -1.0% | -1.5% |
| 6M | -2.5% | -2.0% | -0.6% | -0.8% |
| YTD | +4.2% | +11.1% | -6.9% | -5.6% |
| 1Y | +5.0% | +15.1% | -10.0% | -7.8% |
| 3Y | +81.7% | +70.4% | +11.3% | +12.2% |
| 5Y | +62.5% | +47.2% | +15.3% | +15.0% |
| 10Y | +396.3% | +142.3% | +254.0% | +135.5% |
| All | +853.6% | +163.7% | +689.9% | +313.2% |
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