+54.7%
VXUS vs AS
+137.8%
-83.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.2% | -0.4% |
| 7D | +0.5% | +4.5% | -4.0% | -0.1% |
| 30D | -2.5% | +13.2% | -15.8% | -4.3% |
| 3M | -4.6% | -11.9% | +7.3% | -3.1% |
| 6M | -2.6% | -11.6% | +8.9% | -1.3% |
| YTD | +10.4% | -14.7% | +25.1% | +11.9% |
| 1Y | +12.9% | +5.7% | +7.2% | +11.4% |
| All | +54.7% | +137.8% | -83.0% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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