+55.4%
VXUS vs ROST
+111.1%
-55.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | +1.6% | +0.2% | +1.4% | +1.5% |
| 30D | +1.0% | -10.0% | +11.0% | +3.5% |
| 3M | +5.7% | +1.2% | +4.4% | +5.1% |
| 6M | +13.6% | +8.9% | +4.6% | +10.7% |
| YTD | +17.4% | +28.1% | -10.7% | +9.9% |
| 1Y | +25.1% | +53.0% | -27.9% | +11.9% |
| 3Y | +75.8% | +97.9% | -22.0% | +45.9% |
| 5Y | +55.4% | +112.0% | -56.6% | +22.1% |
| All | +55.4% | +111.1% | -55.7% | +22.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling