+183.8%
VXUS vs BEN
+55.4%
+128.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.5% | -3.0% | -0.8% |
| 7D | +1.0% | +0.2% | +0.8% | +0.9% |
| 30D | +2.2% | -0.5% | +2.7% | +2.3% |
| 3M | +3.0% | +9.7% | -6.8% | -0.8% |
| 6M | +10.7% | +33.9% | -23.2% | -1.5% |
| YTD | +17.8% | +49.0% | -31.1% | +0.5% |
| 1Y | +27.6% | +42.1% | -14.5% | +10.4% |
| 3Y | +73.3% | +51.9% | +21.4% | +41.6% |
| 5Y | +54.3% | +39.0% | +15.3% | +26.4% |
| 10Y | +149.8% | +57.9% | +92.0% | +74.1% |
| All | +183.8% | +55.4% | +128.4% | +83.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling