+146.4%
VXUS vs ALM
+3,219.4%
-3,073.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +8.8% | -9.2% | -0.6% |
| 7D | +1.6% | +8.4% | -6.8% | +1.3% |
| 30D | +1.0% | +34.8% | -33.8% | 0.0% |
| 3M | +5.7% | +16.2% | -10.6% | +4.9% |
| 6M | +13.6% | +2.1% | +11.4% | +12.8% |
| YTD | +17.4% | +117.0% | -99.6% | +14.5% |
| 1Y | +25.1% | +313.9% | -288.8% | +19.9% |
| 3Y | +75.8% | +2,327.9% | -2,252.1% | +60.5% |
| 5Y | +55.4% | +1,040.6% | -985.3% | +43.1% |
| 10Y | +146.4% | +3,219.4% | -3,073.0% | +123.2% |
| All | +146.4% | +3,219.4% | -3,073.0% | +123.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALM.
Daily Out/Under-Performance
Portfolio return minus ALM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALM 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ALM 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling