+72.5%
VXUS vs KWEB
-1.6%
+74.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.5% | -0.2% |
| 7D | +0.3% | -3.6% | +3.9% | +1.2% |
| 30D | +0.7% | -14.9% | +15.6% | +4.9% |
| 3M | +4.8% | -5.4% | +10.2% | +6.0% |
| 6M | +11.3% | -18.9% | +30.2% | +17.2% |
| YTD | +16.5% | -27.2% | +43.7% | +25.8% |
| 1Y | +24.3% | -34.2% | +58.5% | +37.3% |
| All | +72.5% | -1.6% | +74.1% | +69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 3y: compounded portfolio wealth divided by compounded KWEB 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…
3y analysis · Full analysis span regression · 6 months rolling