+68.0%
VXUS vs TRU
+58.0%
+10.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +2.1% | 0.0% | +2.1% | +2.1% |
| 30D | -1.1% | +21.3% | -22.4% | -4.2% |
| 3M | -5.6% | +0.2% | -5.9% | -6.0% |
| 6M | -2.3% | +22.4% | -24.6% | -6.4% |
| YTD | +10.4% | -4.8% | +15.2% | +10.0% |
| 1Y | +13.1% | -0.2% | +13.2% | +11.5% |
| 3Y | +68.0% | +57.9% | +10.1% | +42.9% |
| All | +68.0% | +58.0% | +10.0% | +42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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