+68.4%
VXUS vs AR
+42.3%
+26.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.3% | -2.1% | +1.9% |
| 7D | +0.5% | -5.8% | +6.3% | +0.8% |
| 30D | -2.5% | +4.8% | -7.4% | -2.9% |
| 3M | -4.6% | +1.5% | -6.1% | -4.9% |
| 6M | -2.6% | +4.7% | -7.3% | -3.2% |
| YTD | +10.4% | +9.2% | +1.2% | +8.5% |
| 1Y | +12.9% | +11.2% | +1.7% | +10.6% |
| 3Y | +68.4% | +46.2% | +22.1% | +58.2% |
| All | +68.4% | +42.3% | +26.1% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 3y: compounded portfolio wealth divided by compounded AR 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…
3y analysis · Full analysis span regression · 6 months rolling