+52.6%
VXUS vs QSR
+40.6%
+12.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.1% |
| 7D | -1.9% | -4.7% | +2.8% | -0.6% |
| 30D | -0.7% | +4.3% | -5.0% | -2.0% |
| 3M | +4.9% | +5.4% | -0.5% | +3.0% |
| 6M | +9.7% | +8.2% | +1.5% | +6.4% |
| YTD | +15.0% | +14.1% | +0.9% | +9.3% |
| 1Y | +22.4% | +28.1% | -5.7% | +11.5% |
| 3Y | +72.2% | +25.3% | +47.0% | +54.3% |
| 5Y | +52.6% | +40.4% | +12.2% | +25.6% |
| All | +52.6% | +40.6% | +12.0% | +25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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