+75.8%
VXUS vs LVS
-6.1%
+81.9%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.2% |
| 7D | +1.6% | +0.3% | +1.3% | +1.5% |
| 30D | +1.0% | -3.9% | +4.9% | +1.6% |
| 3M | +5.7% | -12.9% | +18.5% | +8.1% |
| 6M | +13.6% | -16.9% | +30.5% | +17.0% |
| YTD | +17.4% | -31.2% | +48.7% | +24.7% |
| 1Y | +25.1% | -16.4% | +41.5% | +27.5% |
| 3Y | +75.8% | -4.4% | +80.3% | +66.3% |
| All | +75.8% | -6.1% | +81.9% | +66.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 LVS 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