+182.8%
VXUS vs UUUU
-75.0%
+257.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.5% |
| 7D | +1.6% | +2.8% | -1.2% | +1.3% |
| 30D | +1.0% | +3.4% | -2.4% | +0.6% |
| 3M | +5.7% | -3.9% | +9.5% | +5.6% |
| 6M | +13.6% | -23.2% | +36.8% | +15.1% |
| YTD | +17.4% | +0.6% | +16.9% | +15.1% |
| 1Y | +25.1% | +22.9% | +2.2% | +18.8% |
| 3Y | +75.8% | +98.6% | -22.8% | +54.6% |
| 5Y | +55.4% | +130.2% | -74.9% | +30.1% |
| 10Y | +146.4% | +519.5% | -373.1% | +71.4% |
| All | +182.8% | -75.0% | +257.8% | +121.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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