+147.3%
VXUS vs RF
+343.3%
-196.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +1.0% | +1.3% | -0.3% | +0.6% |
| 30D | +2.2% | -3.6% | +5.8% | +3.2% |
| 3M | +3.0% | +8.1% | -5.1% | +0.6% |
| 6M | +10.7% | +11.5% | -0.8% | +7.0% |
| YTD | +17.8% | +15.6% | +2.3% | +12.6% |
| 1Y | +27.6% | +15.7% | +11.9% | +21.6% |
| 3Y | +73.3% | +86.9% | -13.6% | +41.1% |
| 5Y | +54.3% | +89.8% | -35.5% | +22.3% |
| All | +147.3% | +343.3% | -196.1% | +43.7% |
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