+146.2%
VXUS vs ED
+147.1%
-0.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.3% |
| 7D | +2.1% | +2.1% | +0.1% | +1.7% |
| 30D | -1.1% | +10.4% | -11.5% | -3.0% |
| 3M | -5.6% | +12.5% | -18.2% | -7.8% |
| 6M | -2.3% | +14.9% | -17.2% | -5.1% |
| YTD | +10.4% | +24.8% | -14.5% | +5.1% |
| 1Y | +13.1% | +23.8% | -10.8% | +7.8% |
| 3Y | +68.0% | +51.6% | +16.4% | +51.2% |
| 5Y | +45.8% | +86.4% | -40.6% | +24.1% |
| All | +146.2% | +147.1% | -0.9% | +100.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling