+54.6%
VXUS vs IJR
+39.2%
+15.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.2% |
| 7D | +0.3% | -1.1% | +1.4% | +0.9% |
| 30D | +0.7% | -3.6% | +4.3% | +2.8% |
| 3M | +4.8% | +2.3% | +2.4% | +3.4% |
| 6M | +11.3% | +14.3% | -3.0% | +3.5% |
| YTD | +16.5% | +19.3% | -2.8% | +5.7% |
| 1Y | +24.3% | +22.6% | +1.7% | +10.9% |
| 3Y | +74.5% | +53.5% | +21.0% | +34.0% |
| All | +54.6% | +39.2% | +15.4% | +22.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling