+63.9%
VXUS vs A
+64.2%
-0.4%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.2% |
| 7D | -1.8% | -0.1% | -1.7% | -1.7% |
| 30D | -4.6% | +3.4% | -7.9% | -5.2% |
| 3M | -6.1% | +23.8% | -29.9% | -10.4% |
| 6M | -4.9% | +49.0% | -53.9% | -13.3% |
| YTD | +8.1% | +29.4% | -21.3% | +1.6% |
| 1Y | +12.1% | +19.4% | -7.3% | +7.4% |
| 3Y | +63.9% | +66.2% | -2.3% | +48.0% |
| All | +63.9% | +64.2% | -0.4% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 3y: compounded portfolio wealth divided by compounded A 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…
3y analysis · Full analysis span regression · 6 months rolling