+72.5%
VXUS vs TRI
-19.2%
+91.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.1% | -0.7% |
| 7D | +0.3% | -8.4% | +8.7% | +0.7% |
| 30D | +0.7% | -6.5% | +7.1% | +0.9% |
| 3M | +4.8% | +18.6% | -13.8% | +3.2% |
| 6M | +11.3% | -10.4% | +21.8% | +13.4% |
| YTD | +16.5% | -23.7% | +40.2% | +23.7% |
| 1Y | +24.3% | -42.5% | +66.7% | +42.2% |
| All | +72.5% | -19.2% | +91.8% | +69.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling