+117.3%
VXUS vs ACI
+25.9%
+91.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.5% |
| 7D | +1.0% | +0.2% | +0.9% | +1.0% |
| 30D | +2.2% | +5.9% | -3.7% | +1.9% |
| 3M | +3.0% | -19.8% | +22.7% | +4.1% |
| 6M | +10.7% | -24.7% | +35.4% | +12.2% |
| YTD | +17.8% | -24.4% | +42.2% | +19.3% |
| 1Y | +27.6% | -31.5% | +59.1% | +30.1% |
| 3Y | +73.3% | -38.7% | +112.0% | +77.7% |
| 5Y | +54.3% | -42.8% | +97.1% | +57.3% |
| All | +117.3% | +25.9% | +91.4% | +112.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling