+70.4%
VXUS vs GSK
+65.2%
+5.2%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.4% | +0.4% | +2.5% |
| 7D | +0.8% | +4.9% | -4.1% | 0.0% |
| 30D | -1.9% | +10.8% | -12.7% | -3.6% |
| 3M | -4.4% | -1.8% | -2.6% | -4.2% |
| 6M | -2.0% | +4.1% | -6.1% | -3.0% |
| YTD | +11.1% | +7.9% | +3.2% | +9.3% |
| 1Y | +15.1% | +14.4% | +0.6% | +11.9% |
| 3Y | +70.4% | +68.1% | +2.3% | +51.9% |
| All | +70.4% | +65.2% | +5.2% | +51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 3y: compounded portfolio wealth divided by compounded GSK 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…
3y analysis · Full analysis span regression · 6 months rolling