+75.8%
VXUS vs NWSA
+44.8%
+31.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | 0.0% |
| 7D | +1.6% | -2.6% | +4.2% | +2.2% |
| 30D | +1.0% | +4.6% | -3.6% | -0.1% |
| 3M | +5.7% | +10.2% | -4.5% | +3.0% |
| 6M | +13.6% | +21.6% | -8.0% | +7.4% |
| YTD | +17.4% | +14.6% | +2.8% | +12.7% |
| 1Y | +25.1% | +0.4% | +24.7% | +25.3% |
| 3Y | +75.8% | +45.0% | +30.8% | +52.8% |
| All | +75.8% | +44.8% | +31.1% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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