+63.9%
VXUS vs ED
+44.5%
+19.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | 0.0% |
| 7D | -1.8% | +1.6% | -3.4% | -1.7% |
| 30D | -4.6% | +13.3% | -17.9% | -4.1% |
| 3M | -6.1% | +9.7% | -15.8% | -5.7% |
| 6M | -4.9% | +12.8% | -17.7% | -4.5% |
| YTD | +8.1% | +22.3% | -14.3% | +8.2% |
| 1Y | +12.1% | +26.3% | -14.2% | +12.1% |
| 3Y | +63.9% | +45.0% | +18.8% | +57.6% |
| All | +63.9% | +44.5% | +19.3% | +57.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling