+147.1%
VXUS vs VRSN
+296.1%
-149.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | 0.0% | +0.7% |
| 7D | -0.5% | -1.2% | +0.7% | -0.2% |
| 30D | -1.2% | +3.8% | -4.9% | -2.3% |
| 3M | -3.8% | +9.5% | -13.4% | -6.6% |
| 6M | -1.7% | +10.3% | -11.9% | -5.4% |
| YTD | +11.4% | +30.5% | -19.1% | +0.6% |
| 1Y | +13.3% | +27.9% | -14.5% | +3.0% |
| 3Y | +70.0% | +54.3% | +15.7% | +41.8% |
| 5Y | +48.1% | +37.2% | +10.9% | +26.4% |
| 10Y | +147.1% | +293.1% | -146.0% | +49.2% |
| All | +147.1% | +296.1% | -149.0% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 10y: compounded portfolio wealth divided by compounded VRSN 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…
10y analysis · Full analysis span regression · 6 months rolling