+16.5%
VXUS vs ED
+27.1%
-10.6%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.0% | -1.0% | +2.6% |
| 7D | +0.2% | +5.4% | -5.2% | +1.3% |
| 30D | -2.3% | +16.4% | -18.7% | +1.2% |
| 3M | -2.8% | +11.9% | -14.7% | -0.2% |
| 6M | +2.6% | +11.6% | -8.9% | +5.5% |
| YTD | +12.0% | +24.1% | -12.1% | +17.3% |
| 1Y | +16.5% | +26.9% | -10.4% | +22.4% |
| All | +16.5% | +27.1% | -10.6% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 1y: compounded portfolio wealth divided by compounded ED 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…
1y analysis · Full analysis span regression · 6 months rolling