+16.5%
VXUS vs VTR
+22.5%
-5.9%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.5% | -0.5% | +2.1% |
| 7D | +0.2% | +10.0% | -9.9% | +0.8% |
| 30D | -2.3% | +9.6% | -11.9% | -1.7% |
| 3M | -2.8% | -1.2% | -1.6% | -2.8% |
| 6M | +2.6% | +2.8% | -0.2% | +3.8% |
| YTD | +12.0% | +17.4% | -5.4% | +14.8% |
| 1Y | +16.5% | +22.0% | -5.5% | +20.7% |
| All | +16.5% | +22.5% | -5.9% | +20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling