+147.3%
VXUS vs ITOT
+303.4%
-156.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.3% |
| 7D | -1.4% | -0.9% | -0.5% | -0.7% |
| 30D | -0.5% | -1.5% | +1.0% | +0.7% |
| 3M | +2.6% | +3.6% | -1.0% | -0.2% |
| 6M | +10.9% | +13.7% | -2.8% | +0.4% |
| YTD | +16.1% | +12.9% | +3.2% | +5.8% |
| 1Y | +22.3% | +17.2% | +5.1% | +8.1% |
| 3Y | +72.0% | +75.6% | -3.6% | +9.2% |
| 5Y | +54.1% | +75.5% | -21.3% | -2.9% |
| All | +147.3% | +303.4% | -156.2% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling