+54.3%
VXUS vs TGT
-25.2%
+79.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.2% | +2.4% | -0.2% |
| 7D | +0.3% | -3.6% | +3.9% | +0.9% |
| 30D | +0.7% | +4.4% | -3.7% | -0.1% |
| 3M | +4.8% | +25.4% | -20.6% | +0.6% |
| 6M | +11.3% | +33.4% | -22.0% | +5.6% |
| YTD | +16.5% | +65.6% | -49.1% | +6.2% |
| 1Y | +24.3% | +80.3% | -56.0% | +11.4% |
| 3Y | +74.5% | +42.1% | +32.4% | +58.0% |
| 5Y | +54.3% | -25.0% | +79.3% | +53.6% |
| All | +54.3% | -25.2% | +79.5% | +53.6% |
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