+75.8%
VXUS vs IOT
+30.1%
+45.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.2% | -0.4% |
| 7D | +1.6% | +2.8% | -1.2% | +1.4% |
| 30D | +1.0% | -1.8% | +2.8% | +1.1% |
| 3M | +5.7% | +17.9% | -12.2% | +4.1% |
| 6M | +13.6% | +13.5% | 0.0% | +11.9% |
| YTD | +17.4% | +13.3% | +4.1% | +15.3% |
| 1Y | +25.1% | -3.3% | +28.4% | +24.4% |
| 3Y | +75.8% | +31.3% | +44.5% | +64.3% |
| All | +75.8% | +30.1% | +45.8% | +64.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling