+45.9%
VXUS vs CAPR
+192.6%
-146.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -8.7% | +7.8% | -0.9% |
| 7D | +2.3% | +19.1% | -16.8% | +2.1% |
| 30D | -2.2% | +48.8% | -51.1% | -2.5% |
| 3M | -5.4% | +144.4% | -149.8% | -6.2% |
| 6M | -1.2% | -67.5% | +66.3% | -1.0% |
| YTD | +10.4% | -64.5% | +74.9% | +10.5% |
| 1Y | +11.8% | +74.4% | -62.6% | +8.8% |
| 3Y | +68.4% | +265.7% | -197.3% | +51.4% |
| 5Y | +45.9% | +196.0% | -150.1% | +25.8% |
| All | +45.9% | +192.6% | -146.7% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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