+46.1%
VXUS vs AU
+381.3%
-335.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.2% |
| 7D | +2.1% | -7.2% | +9.3% | +3.2% |
| 30D | -1.1% | -2.9% | +1.7% | -0.9% |
| 3M | -5.6% | -8.7% | +3.0% | -4.8% |
| 6M | -2.3% | -14.1% | +11.9% | -1.1% |
| YTD | +10.4% | +4.8% | +5.6% | +7.9% |
| 1Y | +13.1% | +11.9% | +1.2% | +9.5% |
| 3Y | +68.0% | +513.8% | -445.8% | +25.4% |
| All | +46.1% | +381.3% | -335.2% | +3.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling