+134.8%
VXUS vs FE
+107.4%
+27.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.6% | +0.3% |
| 7D | -1.8% | 0.0% | -1.7% | -1.8% |
| 30D | -4.6% | +5.2% | -9.8% | -5.8% |
| 3M | -6.1% | 0.0% | -6.1% | -6.1% |
| 6M | -4.9% | +5.0% | -9.9% | -6.3% |
| YTD | +8.1% | +7.9% | +0.2% | +5.6% |
| 1Y | +12.1% | +6.3% | +5.8% | +9.9% |
| 3Y | +63.9% | +46.0% | +17.8% | +46.5% |
| 5Y | +43.1% | +45.6% | -2.5% | +26.9% |
| All | +134.8% | +107.4% | +27.4% | +104.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 10y: compounded portfolio wealth divided by compounded FE 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…
10y analysis · Full analysis span regression · 6 months rolling