+61.4%
VXUS vs IOT
+61.2%
+0.2%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.2% | -0.4% |
| 7D | +1.6% | +2.8% | -1.2% | +1.3% |
| 30D | +1.0% | -1.8% | +2.8% | +1.1% |
| 3M | +5.7% | +17.9% | -12.2% | +3.6% |
| 6M | +13.6% | +13.5% | 0.0% | +11.3% |
| YTD | +17.4% | +13.3% | +4.1% | +14.6% |
| 1Y | +25.1% | -3.3% | +28.4% | +23.7% |
| 3Y | +75.8% | +31.3% | +44.5% | +63.3% |
| All | +61.4% | +61.2% | +0.2% | +37.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling