+98.2%
VXUS vs NTR
+100.5%
-2.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +0.9% |
| 7D | +1.0% | +8.1% | -7.1% | -1.0% |
| 30D | +2.2% | +18.8% | -16.6% | -2.3% |
| 3M | +3.0% | +16.2% | -13.3% | -1.2% |
| 6M | +10.7% | +9.8% | +0.9% | +6.9% |
| YTD | +17.8% | +30.9% | -13.0% | +8.1% |
| 1Y | +27.6% | +41.8% | -14.2% | +14.0% |
| 3Y | +73.3% | +35.8% | +37.5% | +54.0% |
| 5Y | +54.3% | +51.0% | +3.3% | +22.3% |
| All | +98.2% | +100.5% | -2.3% | +30.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling