+47.7%
VXUS vs TGT
-25.1%
+72.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.4% |
| 7D | +0.5% | +5.5% | -5.0% | -0.4% |
| 30D | -2.5% | +6.0% | -8.6% | -3.5% |
| 3M | -4.6% | +8.0% | -12.6% | -6.0% |
| 6M | -2.6% | +32.3% | -34.9% | -7.5% |
| YTD | +10.4% | +71.3% | -60.9% | 0.0% |
| 1Y | +12.9% | +86.8% | -74.0% | +0.6% |
| 3Y | +68.4% | +67.9% | +0.5% | +47.4% |
| 5Y | +47.7% | -25.1% | +72.7% | +47.9% |
| All | +47.7% | -25.1% | +72.7% | +47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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