+146.2%
VXUS vs O
+80.9%
+65.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.2% |
| 7D | +2.1% | -0.4% | +2.5% | +2.3% |
| 30D | -1.1% | +7.1% | -8.3% | -3.3% |
| 3M | -5.6% | -5.2% | -0.4% | -4.1% |
| 6M | -2.3% | -1.8% | -0.5% | -2.1% |
| YTD | +10.4% | +9.1% | +1.3% | +6.7% |
| 1Y | +13.1% | +9.7% | +3.4% | +9.1% |
| 3Y | +68.0% | +39.1% | +28.9% | +48.4% |
| 5Y | +45.8% | +8.4% | +37.5% | +39.0% |
| All | +146.2% | +80.9% | +65.4% | +105.4% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 10y: compounded portfolio wealth divided by compounded O 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…
10y analysis · Full analysis span regression · 6 months rolling