+37.8%
VXUS vs VG
-51.4%
+89.2%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.0% | +0.3% | -3.7% |
| 7D | -3.4% | -22.0% | +18.6% | -3.5% |
| 30D | -5.8% | -14.7% | +8.9% | -5.9% |
| 3M | -6.4% | -7.1% | +0.6% | -6.5% |
| 6M | -2.5% | -11.2% | +8.6% | -2.6% |
| YTD | +7.9% | +69.8% | -61.9% | +3.3% |
| 1Y | +11.5% | +49.9% | -38.4% | +7.3% |
| All | +37.8% | -51.4% | +89.2% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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