+183.8%
VXUS vs TRI
+306.7%
-122.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.4% | +5.9% | +2.4% |
| 7D | +1.0% | -0.5% | +1.5% | +1.1% |
| 30D | +2.2% | +7.9% | -5.7% | -1.0% |
| 3M | +3.0% | +24.1% | -21.1% | -7.2% |
| 6M | +10.7% | +3.8% | +6.8% | +5.4% |
| YTD | +17.8% | -16.9% | +34.7% | +22.7% |
| 1Y | +27.6% | -38.4% | +66.0% | +53.7% |
| 3Y | +73.3% | -12.2% | +85.5% | +67.9% |
| 5Y | +54.3% | -1.8% | +56.1% | +37.7% |
| 10Y | +149.8% | +207.6% | -57.8% | +7.7% |
| All | +183.8% | +306.7% | -122.9% | -6.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling