+153.9%
VXUS vs AR
-27.2%
+181.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.6% |
| 7D | +1.0% | +2.5% | -1.5% | +0.8% |
| 30D | +2.2% | +14.8% | -12.6% | +0.9% |
| 3M | +3.0% | +6.2% | -3.3% | +2.3% |
| 6M | +10.7% | +4.3% | +6.4% | +9.8% |
| YTD | +17.8% | +14.4% | +3.5% | +15.8% |
| 1Y | +27.6% | +21.3% | +6.2% | +24.4% |
| 3Y | +73.3% | +39.8% | +33.5% | +64.6% |
| 5Y | +54.3% | +142.1% | -87.7% | +37.0% |
| 10Y | +149.8% | +52.0% | +97.8% | +119.1% |
| All | +153.9% | -27.2% | +181.1% | +138.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling