+160.2%
VXUS vs BEN
+52.5%
+107.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.7% | -4.6% | -1.6% |
| 7D | -1.8% | +6.6% | -8.4% | -4.2% |
| 30D | -4.6% | +3.8% | -8.4% | -6.0% |
| 3M | -6.1% | +0.2% | -6.3% | -6.4% |
| 6M | -4.9% | +10.4% | -15.3% | -8.8% |
| YTD | +8.1% | +46.2% | -38.1% | -7.3% |
| 1Y | +12.1% | +52.3% | -40.2% | -5.4% |
| 3Y | +63.9% | +65.9% | -2.1% | +29.2% |
| 5Y | +43.1% | +20.6% | +22.6% | +24.9% |
| 10Y | +139.2% | +64.8% | +74.4% | +62.3% |
| All | +160.2% | +52.5% | +107.7% | +68.7% |
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