+131.8%
VXUS vs EQX
+244.1%
-112.3%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.4% | -0.9% |
| 7D | +0.3% | +1.7% | -1.5% | +0.1% |
| 30D | +0.7% | +11.1% | -10.4% | -0.6% |
| 3M | +4.8% | +23.1% | -18.3% | +2.1% |
| 6M | +11.3% | -21.8% | +33.2% | +13.2% |
| YTD | +16.5% | -8.1% | +24.6% | +16.1% |
| 1Y | +24.3% | +29.7% | -5.4% | +19.1% |
| 3Y | +74.5% | +179.9% | -105.4% | +51.1% |
| 5Y | +54.3% | +82.5% | -28.2% | +33.4% |
| All | +131.8% | +244.1% | -112.3% | +116.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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