+47.2%
VXUS vs VRSN
+34.1%
+13.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.9% | +3.8% | +3.0% |
| 7D | +0.8% | -0.8% | +1.6% | +0.9% |
| 30D | -1.9% | +0.7% | -2.6% | -2.0% |
| 3M | -4.4% | +4.1% | -8.5% | -5.3% |
| 6M | -2.0% | +6.7% | -8.7% | -3.7% |
| YTD | +11.1% | +27.1% | -15.9% | +3.9% |
| 1Y | +15.1% | +28.0% | -12.9% | +7.3% |
| 3Y | +70.4% | +52.6% | +17.8% | +48.1% |
| 5Y | +47.2% | +33.3% | +13.9% | +28.2% |
| All | +47.2% | +34.1% | +13.1% | +28.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling