+183.8%
VXUS vs O
+277.9%
-94.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.8% |
| 7D | +1.0% | -0.7% | +1.8% | +1.3% |
| 30D | +2.2% | -1.9% | +4.1% | +2.8% |
| 3M | +3.0% | +3.8% | -0.9% | +1.3% |
| 6M | +10.7% | -4.7% | +15.4% | +12.2% |
| YTD | +17.8% | +12.5% | +5.4% | +12.6% |
| 1Y | +27.6% | +10.8% | +16.7% | +22.4% |
| 3Y | +73.3% | +28.8% | +44.5% | +56.0% |
| 5Y | +54.3% | +13.2% | +41.1% | +44.3% |
| 10Y | +149.8% | +53.5% | +96.4% | +99.2% |
| All | +183.8% | +277.9% | -94.1% | +26.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling