+46.1%
VXUS vs GEN
+33.3%
+12.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -0.4% |
| 7D | +2.1% | +2.0% | +0.1% | +1.8% |
| 30D | -1.1% | +27.7% | -28.9% | -5.0% |
| 3M | -5.6% | +3.3% | -8.9% | -6.4% |
| 6M | -2.3% | +31.8% | -34.1% | -7.6% |
| YTD | +10.4% | +13.5% | -3.2% | +6.9% |
| 1Y | +13.1% | +16.0% | -3.0% | +9.0% |
| 3Y | +68.0% | +70.6% | -2.6% | +49.5% |
| All | +46.1% | +33.3% | +12.8% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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