+135.9%
VXUS vs TRU
+238.0%
-102.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.9% | +6.4% | +2.1% |
| 7D | +1.0% | -6.8% | +7.8% | +2.8% |
| 30D | +2.2% | 0.0% | +2.2% | +2.0% |
| 3M | +3.0% | +13.3% | -10.3% | -1.3% |
| 6M | +10.7% | +3.4% | +7.2% | +8.3% |
| YTD | +17.8% | -6.4% | +24.2% | +17.7% |
| 1Y | +27.6% | -9.7% | +37.3% | +27.9% |
| 3Y | +73.3% | +0.1% | +73.2% | +61.0% |
| 5Y | +54.3% | -34.0% | +88.4% | +61.1% |
| 10Y | +149.8% | +147.9% | +1.9% | +66.9% |
| All | +135.9% | +238.0% | -102.1% | +46.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling