+100.7%
VXUS vs FOXA
+99.6%
+1.1%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.1% | -4.1% | -0.9% |
| 7D | +2.1% | +2.7% | -0.5% | +1.5% |
| 30D | -1.1% | +10.0% | -11.1% | -3.4% |
| 3M | -5.6% | +5.0% | -10.6% | -7.0% |
| 6M | -2.3% | +3.4% | -5.6% | -4.1% |
| YTD | +10.4% | -5.5% | +15.8% | +10.3% |
| 1Y | +13.1% | +5.5% | +7.5% | +9.8% |
| 3Y | +68.0% | +139.3% | -71.3% | +28.4% |
| 5Y | +45.8% | +77.2% | -31.4% | +19.3% |
| All | +100.7% | +99.6% | +1.1% | +41.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling