+146.3%
VXUS vs IEF
+7.5%
+138.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -1.0% |
| 7D | +2.3% | -1.9% | +4.2% | +2.1% |
| 30D | -2.2% | +1.1% | -3.3% | -2.1% |
| 3M | -5.4% | -1.9% | -3.5% | -5.6% |
| 6M | -1.2% | -2.4% | +1.1% | -1.5% |
| YTD | +10.4% | -3.0% | +13.4% | +9.9% |
| 1Y | +11.8% | -3.1% | +15.0% | +11.4% |
| 3Y | +68.4% | +10.7% | +57.7% | +73.2% |
| 5Y | +45.9% | -8.0% | +53.8% | +27.7% |
| All | +146.3% | +7.5% | +138.7% | +143.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 10y: compounded portfolio wealth divided by compounded IEF 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…
10y analysis · Full analysis span regression · 6 months rolling