+46.1%
VXUS vs ACI
-42.9%
+89.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.7% | 0.0% |
| 7D | +2.1% | +2.3% | -0.1% | +2.0% |
| 30D | -1.1% | +1.2% | -2.4% | -1.2% |
| 3M | -5.6% | +6.8% | -12.4% | -6.1% |
| 6M | -2.3% | -18.7% | +16.5% | -1.1% |
| YTD | +10.4% | -20.2% | +30.6% | +11.6% |
| 1Y | +13.1% | -23.7% | +36.8% | +14.9% |
| 3Y | +68.0% | -31.6% | +99.6% | +72.0% |
| All | +46.1% | -42.9% | +89.0% | +48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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