+115.6%
VXUS vs FND
+61.4%
+54.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.4% | +3.4% | -0.1% |
| 7D | +2.3% | -5.1% | +7.4% | +3.3% |
| 30D | -2.2% | +9.2% | -11.4% | -4.0% |
| 3M | -5.4% | -17.7% | +12.3% | -2.4% |
| 6M | -1.2% | +2.5% | -3.7% | -2.9% |
| YTD | +10.4% | -19.8% | +30.2% | +12.9% |
| 1Y | +11.8% | -22.7% | +34.5% | +15.0% |
| 3Y | +68.4% | -38.3% | +106.7% | +74.8% |
| 5Y | +45.9% | -63.0% | +108.8% | +60.6% |
| All | +115.6% | +61.4% | +54.2% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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