+54.3%
VXUS vs VTR
+88.4%
-34.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.2% | -0.6% |
| 7D | +0.3% | -2.9% | +3.2% | +0.9% |
| 30D | +0.7% | -2.8% | +3.5% | +1.2% |
| 3M | +4.8% | +9.0% | -4.3% | +2.1% |
| 6M | +11.3% | +5.0% | +6.4% | +9.4% |
| YTD | +16.5% | +16.9% | -0.4% | +11.3% |
| 1Y | +24.3% | +34.3% | -10.0% | +14.2% |
| 3Y | +74.5% | +131.6% | -57.1% | +35.7% |
| 5Y | +54.3% | +88.0% | -33.7% | +23.5% |
| All | +54.3% | +88.4% | -34.1% | +23.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling