+22.4%
VXUS vs NVS
+11.3%
+11.2%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -1.9% | -15.7% | +13.8% | +0.7% |
| 30D | -0.7% | -11.1% | +10.3% | +0.7% |
| 3M | +4.9% | -7.2% | +12.1% | +4.7% |
| 6M | +9.7% | -12.3% | +22.0% | +11.1% |
| YTD | +15.0% | +2.8% | +12.3% | +13.1% |
| 1Y | +22.4% | +11.9% | +10.5% | +18.6% |
| All | +22.4% | +11.3% | +11.2% | +18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 1y: compounded portfolio wealth divided by compounded NVS 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…
1y analysis · Full analysis span regression · 6 months rolling