+25.1%
VXUS vs S
+4.5%
+20.6%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | -0.3% |
| 7D | +1.6% | -5.8% | +7.4% | +1.9% |
| 30D | +1.0% | -9.2% | +10.2% | +1.3% |
| 3M | +5.7% | +23.4% | -17.7% | +4.1% |
| 6M | +13.6% | +36.9% | -23.3% | +10.8% |
| YTD | +17.4% | +29.5% | -12.1% | +14.8% |
| 1Y | +25.1% | +5.4% | +19.6% | +24.5% |
| All | +25.1% | +4.5% | +20.6% | +24.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling