+64.3%
VXUS vs EXE
+191.4%
-127.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.7% |
| 7D | +1.0% | -0.3% | +1.3% | +1.0% |
| 30D | +2.2% | +8.5% | -6.3% | +1.0% |
| 3M | +3.0% | +5.5% | -2.5% | +2.1% |
| 6M | +10.7% | -5.9% | +16.6% | +11.3% |
| YTD | +17.8% | -9.7% | +27.6% | +19.0% |
| 1Y | +27.6% | +3.6% | +24.0% | +25.7% |
| 3Y | +73.3% | +18.0% | +55.3% | +65.6% |
| 5Y | +54.3% | +109.4% | -55.1% | +35.1% |
| All | +64.3% | +191.4% | -127.1% | +36.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling