+54.4%
VXUS vs EW
-25.6%
+80.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +1.0% | -0.3% | +1.4% | +1.1% |
| 30D | +2.2% | +1.0% | +1.2% | +2.0% |
| 3M | +3.0% | +2.8% | +0.2% | +2.3% |
| 6M | +10.7% | +5.5% | +5.2% | +9.3% |
| YTD | +17.8% | +5.5% | +12.4% | +16.3% |
| 1Y | +27.6% | +11.0% | +16.5% | +24.6% |
| 3Y | +73.3% | +17.7% | +55.6% | +62.0% |
| All | +54.4% | -25.6% | +80.0% | +57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 5y: compounded portfolio wealth divided by compounded EW 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…
5y analysis · Full analysis span regression · 6 months rolling