+183.8%
VXUS vs VRSN
+885.7%
-701.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | +1.0% | +0.1% | +1.0% | +1.0% |
| 30D | +2.2% | -0.2% | +2.4% | +2.1% |
| 3M | +3.0% | -0.3% | +3.3% | +2.4% |
| 6M | +10.7% | +23.0% | -12.3% | +2.0% |
| YTD | +17.8% | +21.3% | -3.5% | +8.7% |
| 1Y | +27.6% | +6.7% | +20.9% | +22.7% |
| 3Y | +73.3% | +45.0% | +28.3% | +47.1% |
| 5Y | +54.3% | +35.0% | +19.3% | +31.7% |
| 10Y | +149.8% | +276.3% | -126.5% | +44.4% |
| All | +183.8% | +885.7% | -701.9% | +4.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling