+16.5%
VXUS vs TRI
-22.4%
+39.0%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.4% | -4.4% | +2.3% |
| 7D | +0.2% | +1.0% | -0.8% | +0.2% |
| 30D | -2.3% | +20.8% | -23.1% | -1.2% |
| 3M | -2.8% | +8.1% | -10.9% | -2.2% |
| 6M | +2.6% | +24.2% | -21.5% | +4.9% |
| YTD | +12.0% | -7.8% | +19.8% | +17.1% |
| 1Y | +16.5% | -16.7% | +33.2% | +24.0% |
| All | +16.5% | -22.4% | +39.0% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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