+52.6%
VXUS vs LVS
+3.5%
+49.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.4% | -1.0% |
| 7D | -1.9% | -4.3% | +2.4% | -1.1% |
| 30D | -0.7% | -6.8% | +6.1% | +0.5% |
| 3M | +4.9% | -15.6% | +20.6% | +8.2% |
| 6M | +9.7% | -20.6% | +30.3% | +14.2% |
| YTD | +15.0% | -33.4% | +48.4% | +23.4% |
| 1Y | +22.4% | -20.1% | +42.6% | +26.2% |
| 3Y | +72.2% | -7.4% | +79.7% | +68.2% |
| 5Y | +52.6% | +8.5% | +44.1% | +39.7% |
| All | +52.6% | +3.5% | +49.1% | +39.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling