+144.8%
VXUS vs VTR
+100.2%
+44.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.2% | -2.5% | -1.6% |
| 7D | -1.9% | -1.8% | -0.1% | -1.5% |
| 30D | -0.7% | +4.0% | -4.7% | -1.6% |
| 3M | +4.9% | +7.8% | -2.9% | +2.8% |
| 6M | +9.7% | +6.4% | +3.3% | +7.6% |
| YTD | +15.0% | +18.3% | -3.3% | +10.1% |
| 1Y | +22.4% | +33.9% | -11.5% | +13.7% |
| 3Y | +72.2% | +134.3% | -62.1% | +39.4% |
| 5Y | +52.6% | +90.3% | -37.6% | +27.8% |
| All | +144.8% | +100.2% | +44.7% | +85.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling