+180.6%
VXUS vs VTRS
-13.0%
+193.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.6% |
| 7D | +0.3% | -3.5% | +3.7% | +1.1% |
| 30D | +0.7% | +2.1% | -1.4% | +0.2% |
| 3M | +4.8% | +2.6% | +2.1% | +3.8% |
| 6M | +11.3% | +17.8% | -6.4% | +6.7% |
| YTD | +16.5% | +35.7% | -19.1% | +7.8% |
| 1Y | +24.3% | +63.5% | -39.2% | +9.8% |
| 3Y | +74.5% | +85.1% | -10.6% | +46.5% |
| 5Y | +54.3% | +42.5% | +11.8% | +34.4% |
| 10Y | +150.1% | -48.2% | +198.3% | +154.5% |
| All | +180.6% | -13.0% | +193.6% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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