+72.5%
VXUS vs NTR
+40.7%
+31.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +0.3% | +0.5% | -0.2% | +0.2% |
| 30D | +0.7% | +21.7% | -21.1% | -1.9% |
| 3M | +4.8% | +22.8% | -18.0% | +1.8% |
| 6M | +11.3% | +8.2% | +3.1% | +9.6% |
| YTD | +16.5% | +32.9% | -16.4% | +10.0% |
| 1Y | +24.3% | +45.3% | -21.1% | +14.8% |
| All | +72.5% | +40.7% | +31.8% | +56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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