+183.8%
VXUS vs AU
+217.1%
-33.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +0.7% |
| 7D | +1.0% | -3.6% | +4.7% | +1.4% |
| 30D | +2.2% | +23.9% | -21.7% | 0.0% |
| 3M | +3.0% | +19.1% | -16.1% | +1.0% |
| 6M | +10.7% | -0.2% | +10.8% | +9.9% |
| YTD | +17.8% | +32.5% | -14.6% | +13.9% |
| 1Y | +27.6% | +96.9% | -69.4% | +18.8% |
| 3Y | +73.3% | +614.7% | -541.4% | +42.4% |
| 5Y | +54.3% | +647.7% | -593.4% | +24.7% |
| 10Y | +149.8% | +679.2% | -529.4% | +94.2% |
| All | +183.8% | +217.1% | -33.3% | +183.5% |
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