+50.5%
VXUS vs VG
-39.3%
+89.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.5% |
| 7D | +1.0% | +1.7% | -0.7% | +1.0% |
| 30D | +2.2% | +16.0% | -13.8% | +2.2% |
| 3M | +3.0% | +9.7% | -6.8% | +3.0% |
| 6M | +10.7% | +29.6% | -18.9% | +9.3% |
| YTD | +17.8% | +112.0% | -94.2% | +12.9% |
| 1Y | +27.6% | +12.8% | +14.8% | +26.3% |
| All | +50.5% | -39.3% | +89.8% | +44.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling