+54.6%
VXUS vs TW
+20.2%
+34.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | +0.3% | -0.5% | +0.8% | +0.4% |
| 30D | +0.7% | -0.6% | +1.3% | +0.7% |
| 3M | +4.8% | +3.4% | +1.3% | +3.6% |
| 6M | +11.3% | -18.4% | +29.8% | +15.3% |
| YTD | +16.5% | -3.9% | +20.4% | +16.1% |
| 1Y | +24.3% | -13.3% | +37.6% | +26.7% |
| 3Y | +74.5% | +20.8% | +53.7% | +60.4% |
| All | +54.6% | +20.2% | +34.5% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 TW 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