+54.3%
VXUS vs FOXA
+87.1%
-32.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.3% | -0.4% |
| 7D | +0.3% | -5.4% | +5.7% | +1.3% |
| 30D | +0.7% | +1.1% | -0.5% | +0.3% |
| 3M | +4.8% | -6.1% | +10.9% | +5.5% |
| 6M | +11.3% | +8.2% | +3.1% | +8.4% |
| YTD | +16.5% | -11.8% | +28.3% | +18.8% |
| 1Y | +24.3% | +9.9% | +14.4% | +19.7% |
| 3Y | +74.5% | +110.7% | -36.2% | +39.4% |
| 5Y | +54.3% | +86.9% | -32.6% | +25.6% |
| All | +54.3% | +87.1% | -32.8% | +25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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