+48.5%
VXUS vs S
-48.9%
+97.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +8.0% | -5.2% | +2.1% |
| 7D | +0.8% | +1.6% | -0.8% | +0.6% |
| 30D | -1.9% | -10.5% | +8.6% | -1.1% |
| 3M | -4.4% | +9.9% | -14.3% | -5.7% |
| 6M | -2.0% | +41.8% | -43.7% | -5.9% |
| YTD | +11.1% | +56.8% | -45.7% | +5.2% |
| 1Y | +15.1% | +39.0% | -24.0% | +10.0% |
| 3Y | +70.4% | +53.8% | +16.6% | +58.0% |
| 5Y | +47.2% | -68.6% | +115.8% | +46.0% |
| All | +48.5% | -48.9% | +97.3% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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