+47.7%
VXUS vs UL
+31.7%
+16.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | +0.5% | +2.6% | -2.1% | -0.1% |
| 30D | -2.5% | +6.8% | -9.3% | -4.2% |
| 3M | -4.6% | +5.7% | -10.4% | -6.1% |
| 6M | -2.6% | +15.9% | -18.5% | -6.8% |
| YTD | +10.4% | +4.3% | +6.1% | +8.7% |
| 1Y | +12.9% | -0.4% | +13.3% | +12.5% |
| 3Y | +68.4% | +35.0% | +33.4% | +51.1% |
| 5Y | +47.7% | +31.6% | +16.1% | +29.3% |
| All | +47.7% | +31.7% | +16.0% | +29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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