+63.9%
VXUS vs URA
+36.0%
+27.9%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.4% | -4.2% | -0.8% |
| 7D | -1.8% | -4.1% | +2.4% | -0.9% |
| 30D | -4.6% | -19.0% | +14.4% | -0.4% |
| 3M | -6.1% | -25.1% | +19.1% | -0.7% |
| 6M | -4.9% | -44.5% | +39.6% | +6.2% |
| YTD | +8.1% | -24.3% | +32.4% | +13.2% |
| 1Y | +12.1% | -28.1% | +40.2% | +18.2% |
| 3Y | +63.9% | +40.7% | +23.2% | +46.9% |
| All | +63.9% | +36.0% | +27.9% | +46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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