+54.4%
VXUS vs ALL
+118.4%
-64.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +0.7% |
| 7D | +1.0% | 0.0% | +1.0% | +1.0% |
| 30D | +2.2% | -1.5% | +3.7% | +2.3% |
| 3M | +3.0% | +23.6% | -20.7% | -0.5% |
| 6M | +10.7% | +22.3% | -11.7% | +7.0% |
| YTD | +17.8% | +26.5% | -8.7% | +13.2% |
| 1Y | +27.6% | +27.0% | +0.6% | +22.3% |
| 3Y | +73.3% | +149.6% | -76.3% | +43.7% |
| All | +54.4% | +118.4% | -64.1% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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