+54.3%
VXUS vs TRU
-36.4%
+90.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.6% |
| 7D | +0.3% | -6.5% | +6.8% | +1.5% |
| 30D | +0.7% | -2.5% | +3.2% | +1.0% |
| 3M | +4.8% | +10.4% | -5.6% | +2.0% |
| 6M | +11.3% | +1.6% | +9.7% | +9.9% |
| YTD | +16.5% | -9.7% | +26.2% | +17.4% |
| 1Y | +24.3% | -17.3% | +41.5% | +27.2% |
| 3Y | +74.5% | -1.8% | +76.3% | +67.1% |
| 5Y | +54.3% | -36.2% | +90.6% | +63.3% |
| All | +54.3% | -36.4% | +90.8% | +63.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling