+46.7%
VXUS vs FE
+46.9%
-0.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | +0.5% | -0.5% | +1.0% | +0.6% |
| 30D | -2.5% | +4.3% | -6.9% | -3.4% |
| 3M | -4.6% | +0.4% | -5.0% | -4.8% |
| 6M | -2.6% | +6.9% | -9.6% | -4.3% |
| YTD | +10.4% | +8.0% | +2.4% | +8.0% |
| 1Y | +12.9% | +4.8% | +8.0% | +11.3% |
| 3Y | +68.4% | +49.0% | +19.4% | +49.6% |
| All | +46.7% | +46.9% | -0.2% | +29.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling