+70.4%
VXUS vs ROST
+98.3%
-27.9%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.6% | +0.3% | +2.3% |
| 7D | +0.8% | +2.8% | -2.0% | +0.2% |
| 30D | -1.9% | +6.6% | -8.4% | -3.3% |
| 3M | -4.4% | -7.0% | +2.6% | -3.0% |
| 6M | -2.0% | +5.4% | -7.3% | -3.6% |
| YTD | +11.1% | +32.4% | -21.2% | +3.4% |
| 1Y | +15.1% | +48.4% | -33.3% | +4.1% |
| 3Y | +70.4% | +99.5% | -29.0% | +42.3% |
| All | +70.4% | +98.3% | -27.9% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROST.
Daily Out/Under-Performance
Portfolio return minus ROST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROST 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 ROST 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