+47.2%
VXUS vs GD
+98.0%
-50.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.3% | +0.6% | +2.2% |
| 7D | +0.8% | -3.0% | +3.8% | +1.6% |
| 30D | -1.9% | +9.3% | -11.2% | -4.3% |
| 3M | -4.4% | -7.2% | +2.8% | -2.6% |
| 6M | -2.0% | +5.5% | -7.4% | -3.8% |
| YTD | +11.1% | +9.5% | +1.6% | +7.4% |
| 1Y | +15.1% | +6.4% | +8.6% | +12.2% |
| 3Y | +70.4% | +59.8% | +10.6% | +44.3% |
| 5Y | +47.2% | +98.0% | -50.8% | +12.4% |
| All | +47.2% | +98.0% | -50.9% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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