+55.4%
VXUS vs IT
-44.6%
+100.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -7.4% | +7.0% | +0.6% |
| 7D | +1.6% | -9.1% | +10.7% | +2.8% |
| 30D | +1.0% | -7.0% | +8.0% | +1.8% |
| 3M | +5.7% | +7.6% | -2.0% | +3.8% |
| 6M | +13.6% | +2.1% | +11.5% | +12.1% |
| YTD | +17.4% | -31.6% | +49.0% | +24.9% |
| 1Y | +25.1% | -29.9% | +55.0% | +31.6% |
| 3Y | +75.8% | -51.3% | +127.1% | +96.5% |
| 5Y | +55.4% | -44.8% | +100.2% | +59.5% |
| All | +55.4% | -44.6% | +100.0% | +59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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