+72.5%
VXUS vs NI
+70.0%
+2.5%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.2% | -0.6% |
| 7D | +0.3% | +1.3% | -1.0% | 0.0% |
| 30D | +0.7% | -0.3% | +0.9% | +0.7% |
| 3M | +4.8% | -9.5% | +14.2% | +7.0% |
| 6M | +11.3% | -10.2% | +21.6% | +13.8% |
| YTD | +16.5% | +1.8% | +14.7% | +15.4% |
| 1Y | +24.3% | +5.7% | +18.6% | +21.8% |
| All | +72.5% | +70.0% | +2.5% | +48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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