+183.8%
VXUS vs RIG
-90.8%
+274.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.3% | +0.8% |
| 7D | +1.0% | +0.9% | +0.2% | +0.9% |
| 30D | +2.2% | +13.8% | -11.6% | +0.6% |
| 3M | +3.0% | -6.4% | +9.4% | +3.4% |
| 6M | +10.7% | -8.2% | +18.8% | +10.9% |
| YTD | +17.8% | +41.6% | -23.8% | +12.1% |
| 1Y | +27.6% | +88.7% | -61.1% | +16.9% |
| 3Y | +73.3% | -30.9% | +104.2% | +72.7% |
| 5Y | +54.3% | +57.7% | -3.4% | +32.8% |
| 10Y | +149.8% | -39.3% | +189.1% | +97.4% |
| All | +183.8% | -90.8% | +274.6% | +249.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling