+144.8%
VXUS vs TRI
+191.2%
-46.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | 0.0% | -1.0% |
| 7D | -1.9% | -14.4% | +12.4% | +1.7% |
| 30D | -0.7% | -8.1% | +7.4% | +1.0% |
| 3M | +4.9% | +17.5% | -12.6% | -1.3% |
| 6M | +9.7% | -5.0% | +14.6% | +9.0% |
| YTD | +15.0% | -24.7% | +39.7% | +23.3% |
| 1Y | +22.4% | -41.5% | +63.9% | +45.0% |
| 3Y | +72.2% | -20.3% | +92.6% | +73.5% |
| 5Y | +52.6% | -10.9% | +63.5% | +43.4% |
| All | +144.8% | +191.2% | -46.4% | +44.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling