+42.7%
VXUS vs EW
-14.5%
+57.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.1% |
| 7D | -1.8% | +11.0% | -12.8% | -3.6% |
| 30D | -4.6% | +19.1% | -23.6% | -7.5% |
| 3M | -6.1% | +14.4% | -20.4% | -8.4% |
| 6M | -4.9% | +22.8% | -27.7% | -8.6% |
| YTD | +8.1% | +19.8% | -11.8% | +4.1% |
| 1Y | +12.1% | +23.9% | -11.8% | +7.3% |
| 3Y | +63.9% | +52.2% | +11.6% | +44.8% |
| All | +42.7% | -14.5% | +57.1% | +43.2% |
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