+183.8%
VXUS vs VTR
+179.3%
+4.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.5% | +1.0% |
| 7D | +1.0% | -1.7% | +2.7% | +1.4% |
| 30D | +2.2% | -2.4% | +4.6% | +2.8% |
| 3M | +3.0% | +14.8% | -11.8% | -1.1% |
| 6M | +10.7% | +5.3% | +5.3% | +8.6% |
| YTD | +17.8% | +18.1% | -0.3% | +12.2% |
| 1Y | +27.6% | +36.7% | -9.1% | +16.7% |
| 3Y | +73.3% | +130.1% | -56.8% | +36.9% |
| 5Y | +54.3% | +89.5% | -35.2% | +26.3% |
| 10Y | +149.8% | +87.4% | +62.5% | +88.7% |
| All | +183.8% | +179.3% | +4.5% | +49.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling