+42.7%
VXUS vs IR
+44.3%
-1.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.2% | -0.3% |
| 7D | -1.8% | +3.7% | -5.4% | -2.9% |
| 30D | -4.6% | +7.4% | -12.0% | -6.9% |
| 3M | -6.1% | -5.9% | -0.2% | -4.4% |
| 6M | -4.9% | +5.6% | -10.5% | -7.3% |
| YTD | +8.1% | +4.8% | +3.2% | +4.8% |
| 1Y | +12.1% | +6.9% | +5.1% | +7.8% |
| 3Y | +63.9% | +27.6% | +36.3% | +40.6% |
| All | +42.7% | +44.3% | -1.7% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 5y: compounded portfolio wealth divided by compounded IR 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…
5y analysis · Full analysis span regression · 6 months rolling