+51.7%
VXUS vs IOT
+66.1%
-14.4%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +2.1% | +0.9% | +1.2% | +2.0% |
| 30D | -1.1% | +1.4% | -2.5% | -1.3% |
| 3M | -5.6% | +0.5% | -6.2% | -5.9% |
| 6M | -2.3% | +50.3% | -52.5% | -6.7% |
| YTD | +10.4% | +16.7% | -6.3% | +7.2% |
| 1Y | +13.1% | +6.8% | +6.2% | +10.7% |
| 3Y | +68.0% | +75.5% | -7.5% | +51.5% |
| All | +51.7% | +66.1% | -14.4% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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