+63.9%
VXUS vs IP
+13.9%
+50.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | 0.0% |
| 7D | -1.8% | -5.1% | +3.3% | -1.0% |
| 30D | -4.6% | +8.5% | -13.1% | -5.8% |
| 3M | -6.1% | -13.8% | +7.7% | -4.1% |
| 6M | -4.9% | +5.7% | -10.6% | -6.3% |
| YTD | +8.1% | -9.1% | +17.2% | +8.4% |
| 1Y | +12.1% | -0.8% | +12.9% | +11.0% |
| 3Y | +63.9% | +14.8% | +49.1% | +61.7% |
| All | +63.9% | +13.9% | +50.0% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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