+70.4%
VXUS vs RIG
-23.7%
+94.2%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.3% | +4.2% | +3.0% |
| 7D | +0.8% | -17.0% | +17.8% | +2.3% |
| 30D | -1.9% | -6.2% | +4.3% | -1.6% |
| 3M | -4.4% | -1.7% | -2.7% | -4.7% |
| 6M | -2.0% | -19.2% | +17.2% | -0.8% |
| YTD | +11.1% | +25.2% | -14.1% | +7.0% |
| 1Y | +15.1% | +29.9% | -14.8% | +10.2% |
| 3Y | +70.4% | -21.3% | +91.7% | +66.8% |
| All | +70.4% | -23.7% | +94.2% | +66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 3y: compounded portfolio wealth divided by compounded RIG 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…
3y analysis · Full analysis span regression · 6 months rolling