+47.7%
VXUS vs USFD
+208.7%
-161.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | +0.5% | +8.4% | -7.9% | -1.6% |
| 30D | -2.5% | +12.7% | -15.3% | -5.7% |
| 3M | -4.6% | +1.1% | -5.8% | -5.1% |
| 6M | -2.6% | +30.2% | -32.8% | -10.1% |
| YTD | +10.4% | +45.8% | -35.5% | -2.3% |
| 1Y | +12.9% | +51.9% | -39.1% | -1.5% |
| 3Y | +68.4% | +158.5% | -90.1% | +21.9% |
| 5Y | +47.7% | +208.0% | -160.4% | -2.2% |
| All | +47.7% | +208.7% | -161.1% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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