+46.1%
VXUS vs NWSA
+18.8%
+27.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.7% | -0.8% |
| 7D | +2.1% | +2.2% | -0.1% | +1.5% |
| 30D | -1.1% | -8.8% | +7.6% | +1.2% |
| 3M | -5.6% | -6.5% | +0.9% | -4.2% |
| 6M | -2.3% | +1.5% | -3.8% | -3.7% |
| YTD | +10.4% | +4.0% | +6.3% | +7.4% |
| 1Y | +13.1% | +3.4% | +9.6% | +10.2% |
| 3Y | +68.0% | +34.8% | +33.2% | +47.2% |
| All | +46.1% | +18.8% | +27.4% | +29.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling