+42.7%
VXUS vs EXR
-0.3%
+43.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.3% |
| 7D | -1.8% | +5.2% | -7.0% | -2.9% |
| 30D | -4.6% | +20.9% | -25.4% | -8.8% |
| 3M | -6.1% | +7.7% | -13.8% | -7.8% |
| 6M | -4.9% | +13.2% | -18.1% | -8.0% |
| YTD | +8.1% | +26.5% | -18.4% | +1.6% |
| 1Y | +12.1% | +27.2% | -15.1% | +5.1% |
| 3Y | +63.9% | +71.5% | -7.7% | +40.2% |
| All | +42.7% | -0.3% | +43.0% | +34.1% |
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