+54.4%
VXUS vs EXR
-11.8%
+66.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.8% |
| 7D | +1.0% | -2.6% | +3.6% | +1.6% |
| 30D | +2.2% | -7.2% | +9.4% | +4.0% |
| 3M | +3.0% | -3.5% | +6.5% | +3.6% |
| 6M | +10.7% | -5.3% | +16.0% | +11.7% |
| YTD | +17.8% | +9.4% | +8.5% | +14.8% |
| 1Y | +27.6% | +1.3% | +26.3% | +26.4% |
| 3Y | +73.3% | +22.4% | +50.9% | +61.7% |
| All | +54.4% | -11.8% | +66.2% | +51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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