+183.8%
VXUS vs ALB
+178.3%
+5.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.4% | +4.9% | +1.5% |
| 7D | +1.0% | -8.1% | +9.1% | +2.8% |
| 30D | +2.2% | +6.3% | -4.1% | +0.5% |
| 3M | +3.0% | -23.6% | +26.5% | +8.6% |
| 6M | +10.7% | -24.6% | +35.3% | +15.9% |
| YTD | +17.8% | -10.3% | +28.1% | +17.7% |
| 1Y | +27.6% | +61.5% | -33.9% | +9.6% |
| 3Y | +73.3% | -34.0% | +107.3% | +72.7% |
| 5Y | +54.3% | -44.6% | +98.9% | +52.0% |
| 10Y | +149.8% | +76.1% | +73.7% | +50.4% |
| All | +183.8% | +178.3% | +5.5% | +27.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling