+183.8%
VXUS vs IP
+154.8%
+29.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.7% | -0.2% |
| 7D | +1.0% | -5.3% | +6.3% | +2.7% |
| 30D | +2.2% | -10.9% | +13.1% | +5.9% |
| 3M | +3.0% | +11.2% | -8.2% | -1.5% |
| 6M | +10.7% | -10.2% | +20.9% | +12.6% |
| YTD | +17.8% | -2.0% | +19.8% | +15.8% |
| 1Y | +27.6% | -19.1% | +46.7% | +32.8% |
| 3Y | +73.3% | +20.9% | +52.5% | +48.9% |
| 5Y | +54.3% | -17.8% | +72.1% | +50.8% |
| 10Y | +149.8% | +23.5% | +126.3% | +91.1% |
| All | +183.8% | +154.8% | +29.1% | +37.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling