+72.0%
VXUS vs IJR
+52.1%
+20.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.7% |
| 7D | -1.4% | -2.2% | +0.7% | -0.3% |
| 30D | -0.5% | -4.6% | +4.1% | +2.0% |
| 3M | +2.6% | +0.2% | +2.3% | +2.5% |
| 6M | +10.9% | +14.7% | -3.9% | +3.6% |
| YTD | +16.1% | +18.9% | -2.7% | +6.7% |
| 1Y | +22.3% | +19.9% | +2.3% | +11.7% |
| 3Y | +72.0% | +53.0% | +19.0% | +36.8% |
| All | +72.0% | +52.1% | +20.0% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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