+55.4%
VXUS vs TE
-41.1%
+96.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +10.0% | -10.4% | -0.9% |
| 7D | +1.6% | +18.2% | -16.6% | +0.6% |
| 30D | +1.0% | -13.5% | +14.5% | +1.6% |
| 3M | +5.7% | -44.6% | +50.2% | +8.2% |
| 6M | +13.6% | -24.7% | +38.3% | +13.2% |
| YTD | +17.4% | -24.3% | +41.7% | +16.3% |
| 1Y | +25.1% | +155.6% | -130.5% | +13.8% |
| 3Y | +75.8% | -18.3% | +94.1% | +67.5% |
| 5Y | +55.4% | -41.3% | +96.7% | +45.5% |
| All | +55.4% | -41.1% | +96.5% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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