+86.1%
VXUS vs JAAA
+30.2%
+55.8%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +2.3% | +0.1% | +2.2% | +2.2% |
| 30D | -2.2% | +0.4% | -2.6% | -2.8% |
| 3M | -5.4% | +1.2% | -6.6% | -7.0% |
| 6M | -1.2% | +2.3% | -3.5% | -4.3% |
| YTD | +10.4% | +4.0% | +6.4% | +4.6% |
| 1Y | +11.8% | +4.8% | +7.0% | +4.9% |
| 3Y | +68.4% | +18.5% | +49.9% | +42.7% |
| 5Y | +45.9% | +27.5% | +18.4% | +16.1% |
| All | +86.1% | +30.2% | +55.8% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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