+142.3%
VXUS vs ALLE
+233.6%
-91.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.8% | +0.1% | +1.9% |
| 7D | +0.8% | -0.6% | +1.4% | +1.0% |
| 30D | -1.9% | +26.6% | -28.5% | -9.9% |
| 3M | -4.4% | +13.2% | -17.6% | -8.8% |
| 6M | -2.0% | +42.9% | -44.8% | -14.5% |
| YTD | +11.1% | +21.0% | -9.9% | +2.4% |
| 1Y | +15.1% | +15.2% | -0.1% | +7.9% |
| 3Y | +70.4% | +95.6% | -25.2% | +28.2% |
| 5Y | +47.2% | +53.4% | -6.2% | +19.1% |
| 10Y | +142.3% | +221.5% | -79.2% | +52.3% |
| All | +142.3% | +233.6% | -91.4% | +52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 10y: compounded portfolio wealth divided by compounded ALLE 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…
10y analysis · Full analysis span regression · 6 months rolling