+76.4%
VXUS vs O
+31.6%
+44.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.7% |
| 7D | +1.0% | -0.7% | +1.8% | +1.2% |
| 30D | +2.2% | -1.9% | +4.1% | +2.6% |
| 3M | +3.0% | +3.8% | -0.9% | +1.8% |
| 6M | +10.7% | -4.7% | +15.4% | +11.7% |
| YTD | +17.8% | +12.5% | +5.4% | +14.2% |
| 1Y | +27.6% | +10.8% | +16.7% | +24.0% |
| All | +76.4% | +31.6% | +44.8% | +65.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling