+150.1%
VXUS vs BEN
+53.7%
+96.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.8% | -0.3% |
| 7D | +0.3% | +3.4% | -3.1% | -0.7% |
| 30D | +0.7% | +1.8% | -1.1% | +0.1% |
| 3M | +4.8% | +8.4% | -3.6% | +2.0% |
| 6M | +11.3% | +35.6% | -24.3% | +0.9% |
| YTD | +16.5% | +46.4% | -29.9% | +3.0% |
| 1Y | +24.3% | +46.3% | -22.1% | +9.6% |
| 3Y | +74.5% | +54.6% | +19.9% | +47.5% |
| 5Y | +54.3% | +39.4% | +14.9% | +31.4% |
| 10Y | +150.1% | +57.6% | +92.5% | +91.3% |
| All | +150.1% | +53.7% | +96.4% | +91.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded BEN 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling