+155.5%
VXUS vs QSR
+218.5%
-63.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +1.0% | +2.4% | -1.4% | +0.3% |
| 30D | +2.2% | +7.6% | -5.4% | -0.2% |
| 3M | +3.0% | +12.6% | -9.7% | -1.1% |
| 6M | +10.7% | +14.4% | -3.7% | +5.3% |
| YTD | +17.8% | +19.6% | -1.8% | +10.3% |
| 1Y | +27.6% | +33.9% | -6.3% | +14.8% |
| 3Y | +73.3% | +27.1% | +46.2% | +56.3% |
| 5Y | +54.3% | +48.5% | +5.8% | +30.7% |
| 10Y | +149.8% | +126.2% | +23.6% | +75.3% |
| All | +155.5% | +218.5% | -63.0% | +64.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling