+70.4%
VXUS vs VSH
+25.6%
+44.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +13.4% | -10.6% | +0.8% |
| 7D | +0.8% | +3.5% | -2.7% | -0.1% |
| 30D | -1.9% | -22.4% | +20.5% | +1.3% |
| 3M | -4.4% | -25.2% | +20.8% | -1.1% |
| 6M | -2.0% | -22.5% | +20.6% | -1.2% |
| YTD | +11.1% | +84.2% | -73.1% | -4.3% |
| 1Y | +15.1% | +87.1% | -72.0% | -1.4% |
| 3Y | +70.4% | +31.7% | +38.8% | +51.7% |
| All | +70.4% | +25.6% | +44.8% | +51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 3y: compounded portfolio wealth divided by compounded VSH 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…
3y analysis · Full analysis span regression · 6 months rolling