+55.4%
VXUS vs VCLT
-15.1%
+70.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.3% | -0.4% |
| 7D | +1.6% | +0.3% | +1.3% | +1.4% |
| 30D | +1.0% | -0.6% | +1.6% | +1.3% |
| 3M | +5.7% | -2.2% | +7.9% | +6.8% |
| 6M | +13.6% | -2.9% | +16.5% | +15.3% |
| YTD | +17.4% | -2.1% | +19.5% | +18.7% |
| 1Y | +25.1% | -2.6% | +27.7% | +26.8% |
| 3Y | +75.8% | +12.5% | +63.3% | +67.2% |
| 5Y | +55.4% | -15.3% | +70.7% | +51.3% |
| All | +55.4% | -15.1% | +70.5% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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