+45.9%
VXUS vs AR
+101.6%
-55.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -1.1% |
| 7D | +2.3% | +6.4% | -4.1% | +1.7% |
| 30D | -2.2% | +3.1% | -5.3% | -2.6% |
| 3M | -5.4% | +3.3% | -8.7% | -5.9% |
| 6M | -1.2% | +6.6% | -7.8% | -2.2% |
| YTD | +10.4% | +12.3% | -2.0% | +8.0% |
| 1Y | +11.8% | +12.3% | -0.5% | +9.4% |
| 3Y | +68.4% | +50.4% | +17.9% | +56.2% |
| 5Y | +45.9% | +101.0% | -55.1% | +32.3% |
| All | +45.9% | +101.6% | -55.8% | +32.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling