+58.1%
VXUS vs IOT
+54.4%
+3.8%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.7% | -1.2% |
| 7D | -1.9% | -0.8% | -1.1% | -1.9% |
| 30D | -0.7% | -4.7% | +3.9% | -0.4% |
| 3M | +4.9% | +17.8% | -12.8% | +2.9% |
| 6M | +9.7% | +16.8% | -7.2% | +7.1% |
| YTD | +15.0% | +8.4% | +6.6% | +12.7% |
| 1Y | +22.4% | -0.8% | +23.2% | +20.7% |
| 3Y | +72.2% | +25.7% | +46.5% | +60.6% |
| All | +58.1% | +54.4% | +3.8% | +35.1% |
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