+183.8%
VXUS vs ED
+284.0%
-100.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +0.8% |
| 7D | +1.0% | -0.2% | +1.2% | +1.1% |
| 30D | +2.2% | -0.1% | +2.3% | +2.2% |
| 3M | +3.0% | +3.9% | -1.0% | +1.7% |
| 6M | +10.7% | -3.0% | +13.7% | +11.1% |
| YTD | +17.8% | +10.7% | +7.2% | +14.2% |
| 1Y | +27.6% | +13.3% | +14.2% | +22.6% |
| 3Y | +73.3% | +34.5% | +38.8% | +56.7% |
| 5Y | +54.3% | +67.1% | -12.8% | +29.5% |
| 10Y | +149.8% | +103.0% | +46.8% | +88.6% |
| All | +183.8% | +284.0% | -100.2% | +27.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling