+117.6%
VXUS vs FND
+68.8%
+48.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.7% | +1.1% |
| 7D | -0.5% | -4.4% | +3.9% | +0.3% |
| 30D | -1.2% | +14.5% | -15.7% | -3.8% |
| 3M | -3.8% | -15.6% | +11.8% | -1.2% |
| 6M | -1.7% | +4.7% | -6.4% | -3.6% |
| YTD | +11.4% | -16.1% | +27.6% | +13.0% |
| 1Y | +13.3% | -16.0% | +29.3% | +14.8% |
| 3Y | +70.0% | -35.5% | +105.5% | +75.1% |
| 5Y | +48.1% | -60.5% | +108.6% | +61.1% |
| All | +117.6% | +68.8% | +48.8% | +79.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling