+91.8%
VXUS vs REPL
+45.5%
+46.3%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.6% | -5.3% | -0.8% |
| 7D | +0.5% | +12.7% | -12.2% | +0.1% |
| 30D | -2.5% | +73.5% | -76.0% | -4.2% |
| 3M | -4.6% | +70.3% | -74.9% | -6.3% |
| 6M | -2.6% | +472.0% | -474.6% | -10.2% |
| YTD | +10.4% | +139.5% | -129.1% | +2.6% |
| 1Y | +12.9% | +167.3% | -154.4% | +4.4% |
| 3Y | +68.4% | +109.5% | -41.2% | +39.4% |
| 5Y | +47.7% | -29.9% | +77.6% | +30.5% |
| All | +91.8% | +45.5% | +46.3% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 REPL 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