+146.2%
VXUS vs EMR
+279.2%
-133.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | 0.0% |
| 7D | +2.1% | +2.8% | -0.7% | +1.0% |
| 30D | -1.1% | +3.7% | -4.8% | -2.5% |
| 3M | -5.6% | +2.0% | -7.6% | -6.5% |
| 6M | -2.3% | +22.1% | -24.4% | -10.0% |
| YTD | +10.4% | +27.2% | -16.9% | -0.7% |
| 1Y | +13.1% | +32.0% | -19.0% | +0.1% |
| 3Y | +68.0% | +103.3% | -35.3% | +21.3% |
| 5Y | +45.8% | +88.2% | -42.4% | +7.1% |
| All | +146.2% | +279.2% | -133.0% | +34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 10y: compounded portfolio wealth divided by compounded EMR 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…
10y analysis · Full analysis span regression · 6 months rolling