+54.3%
VXUS vs BR
+7.6%
+46.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | +0.3% | -5.0% | +5.3% | +1.5% |
| 30D | +0.7% | -2.5% | +3.1% | +1.2% |
| 3M | +4.8% | +13.5% | -8.7% | +0.9% |
| 6M | +11.3% | -9.4% | +20.7% | +14.4% |
| YTD | +16.5% | -23.3% | +39.8% | +26.1% |
| 1Y | +24.3% | -31.6% | +55.9% | +39.9% |
| 3Y | +74.5% | -5.1% | +79.6% | +72.2% |
| 5Y | +54.3% | +8.2% | +46.2% | +37.1% |
| All | +54.3% | +7.6% | +46.7% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 5y: compounded portfolio wealth divided by compounded BR 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…
5y analysis · Full analysis span regression · 6 months rolling