+150.1%
VXUS vs VRSN
+285.8%
-135.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.4% | -1.3% |
| 7D | +0.3% | -1.0% | +1.3% | +0.6% |
| 30D | +0.7% | -1.9% | +2.6% | +1.1% |
| 3M | +4.8% | +1.4% | +3.4% | +3.7% |
| 6M | +11.3% | +19.0% | -7.7% | +4.0% |
| YTD | +16.5% | +19.2% | -2.7% | +8.3% |
| 1Y | +24.3% | +1.7% | +22.6% | +21.7% |
| 3Y | +74.5% | +41.4% | +33.1% | +49.5% |
| 5Y | +54.3% | +31.7% | +22.7% | +32.8% |
| 10Y | +150.1% | +290.3% | -140.2% | +52.4% |
| All | +150.1% | +285.8% | -135.7% | +52.4% |
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