+183.8%
VXUS vs EIX
+173.9%
+9.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.3% |
| 7D | +1.0% | -19.1% | +20.1% | +5.5% |
| 30D | +2.2% | -16.9% | +19.1% | +5.8% |
| 3M | +3.0% | -20.0% | +23.0% | +7.4% |
| 6M | +10.7% | -21.3% | +32.0% | +15.8% |
| YTD | +17.8% | -1.7% | +19.6% | +15.4% |
| 1Y | +27.6% | +9.6% | +18.0% | +20.8% |
| 3Y | +73.3% | -3.7% | +77.0% | +66.6% |
| 5Y | +54.3% | +22.6% | +31.7% | +35.7% |
| 10Y | +149.8% | +17.7% | +132.1% | +109.4% |
| All | +183.8% | +173.9% | +9.9% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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