+54.4%
VXUS vs GD
+97.9%
-43.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +1.0% |
| 7D | +1.0% | -5.3% | +6.3% | +2.5% |
| 30D | +2.2% | -6.4% | +8.6% | +4.0% |
| 3M | +3.0% | +5.7% | -2.7% | +1.1% |
| 6M | +10.7% | -0.9% | +11.6% | +10.6% |
| YTD | +17.8% | +8.2% | +9.7% | +14.4% |
| 1Y | +27.6% | +13.4% | +14.2% | +21.9% |
| 3Y | +73.3% | +68.5% | +4.8% | +44.3% |
| All | +54.4% | +97.9% | -43.5% | +19.4% |
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