+56.2%
VXUS vs FGI
-70.0%
+126.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.9% | +0.9% | +2.8% |
| 7D | +0.8% | -1.4% | +2.1% | +0.8% |
| 30D | -1.9% | -3.2% | +1.3% | -1.9% |
| 3M | -4.4% | +64.1% | -68.5% | -5.5% |
| 6M | -2.0% | +17.2% | -19.2% | -2.9% |
| YTD | +11.1% | +31.6% | -20.5% | +9.2% |
| 1Y | +15.1% | +45.1% | -30.0% | +12.7% |
| 3Y | +70.4% | -2.0% | +72.4% | +66.0% |
| All | +56.2% | -70.0% | +126.2% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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