+70.4%
VXUS vs EMB
+30.0%
+40.5%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.6% | +2.2% | +1.9% |
| 7D | +0.8% | +0.8% | -0.1% | -0.4% |
| 30D | -1.9% | +1.5% | -3.4% | -3.9% |
| 3M | -4.4% | -1.9% | -2.5% | -1.6% |
| 6M | -2.0% | -1.6% | -0.4% | +0.5% |
| YTD | +11.1% | 0.0% | +11.1% | +11.7% |
| 1Y | +15.1% | +1.1% | +14.0% | +14.2% |
| 3Y | +70.4% | +30.9% | +39.5% | +33.1% |
| All | +70.4% | +30.0% | +40.5% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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