+76.4%
VXUS vs VMC
+25.7%
+50.7%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.3% |
| 7D | +1.0% | -4.3% | +5.3% | +2.1% |
| 30D | +2.2% | -8.2% | +10.4% | +4.4% |
| 3M | +3.0% | -7.0% | +10.0% | +4.5% |
| 6M | +10.7% | -10.8% | +21.4% | +13.3% |
| YTD | +17.8% | -7.4% | +25.2% | +18.9% |
| 1Y | +27.6% | -9.5% | +37.1% | +29.3% |
| All | +76.4% | +25.7% | +50.7% | +58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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