+68.0%
VXUS vs ALB
-14.4%
+82.5%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.1% |
| 7D | +2.1% | -5.8% | +7.9% | +2.9% |
| 30D | -1.1% | -4.5% | +3.4% | -0.6% |
| 3M | -5.6% | -28.1% | +22.5% | -2.0% |
| 6M | -2.3% | -53.2% | +50.9% | +6.6% |
| YTD | +10.4% | -33.3% | +43.7% | +14.3% |
| 1Y | +13.1% | -17.4% | +30.5% | +14.0% |
| 3Y | +68.0% | -14.1% | +82.1% | +58.7% |
| All | +68.0% | -14.4% | +82.5% | +58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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