+63.9%
VXUS vs EMR
+85.7%
-21.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | -1.8% | -1.6% | -0.2% | -1.3% |
| 30D | -4.6% | +2.0% | -6.5% | -5.1% |
| 3M | -6.1% | +3.8% | -9.9% | -7.3% |
| 6M | -4.9% | +10.5% | -15.4% | -8.1% |
| YTD | +8.1% | +23.7% | -15.7% | +0.5% |
| 1Y | +12.1% | +25.4% | -13.3% | +3.8% |
| 3Y | +63.9% | +86.6% | -22.7% | +35.9% |
| All | +63.9% | +85.7% | -21.8% | +35.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling