+46.1%
VXUS vs ALL
+161.6%
-115.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | +2.1% | +5.0% | -2.9% | +1.6% |
| 30D | -1.1% | +13.3% | -14.4% | -2.6% |
| 3M | -5.6% | +3.2% | -8.8% | -6.0% |
| 6M | -2.3% | +25.3% | -27.6% | -5.6% |
| YTD | +10.4% | +30.5% | -20.1% | +5.6% |
| 1Y | +13.1% | +29.2% | -16.1% | +8.3% |
| 3Y | +68.0% | +119.1% | -51.1% | +43.7% |
| All | +46.1% | +161.6% | -115.5% | +19.0% |
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