+147.3%
VXUS vs KR
+129.5%
+17.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.7% | -1.7% | +0.9% |
| 7D | -1.4% | -0.2% | -1.3% | -1.4% |
| 30D | -0.5% | +5.1% | -5.5% | -0.7% |
| 3M | +2.6% | -8.2% | +10.7% | +2.9% |
| 6M | +10.9% | -18.0% | +28.9% | +11.8% |
| YTD | +16.1% | -4.8% | +20.9% | +16.0% |
| 1Y | +22.3% | -11.0% | +33.3% | +22.5% |
| 3Y | +72.0% | +37.7% | +34.3% | +66.3% |
| 5Y | +54.1% | +52.8% | +1.4% | +47.1% |
| All | +147.3% | +129.5% | +17.8% | +127.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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