+167.6%
VXUS vs VRSN
+932.1%
-764.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.9% | +3.8% | +3.1% |
| 7D | +0.8% | -0.8% | +1.6% | +1.0% |
| 30D | -1.9% | +0.7% | -2.6% | -2.1% |
| 3M | -4.4% | +4.1% | -8.5% | -5.8% |
| 6M | -2.0% | +6.7% | -8.7% | -4.9% |
| YTD | +11.1% | +27.1% | -15.9% | +0.9% |
| 1Y | +15.1% | +28.0% | -12.9% | +4.1% |
| 3Y | +70.4% | +52.6% | +17.8% | +42.3% |
| 5Y | +47.2% | +33.3% | +13.9% | +26.5% |
| 10Y | +142.3% | +279.5% | -137.2% | +40.0% |
| All | +167.6% | +932.1% | -764.5% | -2.7% |
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