+165.8%
VXUS vs AU
+150.9%
+14.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.1% |
| 7D | +2.1% | -7.2% | +9.3% | +2.8% |
| 30D | -1.1% | -2.9% | +1.7% | -1.0% |
| 3M | -5.6% | -8.7% | +3.0% | -5.1% |
| 6M | -2.3% | -14.1% | +11.9% | -1.4% |
| YTD | +10.4% | +4.8% | +5.6% | +8.8% |
| 1Y | +13.1% | +11.9% | +1.2% | +10.8% |
| 3Y | +68.0% | +513.8% | -445.8% | +40.3% |
| 5Y | +45.8% | +379.3% | -333.4% | +22.1% |
| 10Y | +144.7% | +837.1% | -692.4% | +88.0% |
| All | +165.8% | +150.9% | +14.9% | +170.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling