+11.8%
VXUS vs ED
+24.2%
-12.3%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.1% | -0.9% |
| 7D | +2.3% | -1.7% | +4.0% | +1.9% |
| 30D | -2.2% | +10.7% | -12.9% | +0.2% |
| 3M | -5.4% | +11.6% | -17.0% | -2.9% |
| 6M | -1.2% | +13.5% | -14.7% | +1.8% |
| YTD | +10.4% | +23.1% | -12.8% | +15.5% |
| 1Y | +11.8% | +23.1% | -11.2% | +17.1% |
| All | +11.8% | +24.2% | -12.3% | +17.1% |
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