+134.8%
VXUS vs RF
+279.4%
-144.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | -1.8% | -0.9% | -0.9% | -1.5% |
| 30D | -4.6% | +6.0% | -10.6% | -6.1% |
| 3M | -6.1% | -8.9% | +2.8% | -3.7% |
| 6M | -4.9% | +2.3% | -7.2% | -5.8% |
| YTD | +8.1% | +7.6% | +0.5% | +5.3% |
| 1Y | +12.1% | +21.2% | -9.1% | +5.6% |
| 3Y | +63.9% | +108.5% | -44.7% | +29.7% |
| 5Y | +43.1% | +43.2% | -0.1% | +23.1% |
| All | +134.8% | +279.4% | -144.6% | +58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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