+24.3%
VXUS vs EXE
+4.5%
+19.8%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.8% |
| 7D | +0.3% | -2.7% | +3.0% | +0.2% |
| 30D | +0.7% | -0.4% | +1.0% | +0.7% |
| 3M | +4.8% | +9.5% | -4.7% | +5.0% |
| 6M | +11.3% | -9.3% | +20.7% | +11.6% |
| YTD | +16.5% | -10.9% | +27.4% | +17.0% |
| 1Y | +24.3% | +4.3% | +20.0% | +26.8% |
| All | +24.3% | +4.5% | +19.8% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 1y: compounded portfolio wealth divided by compounded EXE 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…
1y analysis · Full analysis span regression · 6 months rolling