+147.3%
VXUS vs AU
+699.0%
-551.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.9% |
| 7D | -1.4% | -4.3% | +2.8% | -1.0% |
| 30D | -0.5% | +7.3% | -7.8% | -1.3% |
| 3M | +2.6% | +26.3% | -23.8% | -0.1% |
| 6M | +10.9% | +1.8% | +9.1% | +9.8% |
| YTD | +16.1% | +26.8% | -10.7% | +12.5% |
| 1Y | +22.3% | +66.7% | -44.4% | +15.2% |
| 3Y | +72.0% | +579.1% | -507.1% | +41.0% |
| 5Y | +54.1% | +689.3% | -635.2% | +23.4% |
| All | +147.3% | +699.0% | -551.7% | +100.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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