+54.3%
VXUS vs VIAV
+136.9%
-82.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -0.9% |
| 7D | +0.3% | +13.6% | -13.3% | -1.5% |
| 30D | +0.7% | +5.3% | -4.7% | -0.5% |
| 3M | +4.8% | -15.6% | +20.4% | +6.1% |
| 6M | +11.3% | +34.0% | -22.7% | +4.4% |
| YTD | +16.5% | +119.9% | -103.4% | +0.1% |
| 1Y | +24.3% | +235.2% | -210.9% | -1.3% |
| 3Y | +74.5% | +299.8% | -225.3% | +30.9% |
| 5Y | +54.3% | +140.1% | -85.7% | +28.4% |
| All | +54.3% | +136.9% | -82.5% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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