+63.9%
VXUS vs ENB
+63.8%
+0.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.5% | +2.7% | +0.7% |
| 7D | -1.8% | -5.2% | +3.4% | -0.6% |
| 30D | -4.6% | +2.2% | -6.7% | -5.1% |
| 3M | -6.1% | -8.1% | +2.0% | -4.3% |
| 6M | -4.9% | -11.2% | +6.3% | -2.6% |
| YTD | +8.1% | +2.0% | +6.1% | +5.2% |
| 1Y | +12.1% | +4.1% | +8.0% | +8.3% |
| 3Y | +63.9% | +64.7% | -0.9% | +30.2% |
| All | +63.9% | +63.8% | +0.1% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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