+54.3%
VXUS vs VTV
+80.1%
-25.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | -0.5% |
| 7D | +0.3% | -0.7% | +0.9% | +0.9% |
| 30D | +0.7% | -0.5% | +1.2% | +1.1% |
| 3M | +4.8% | +5.3% | -0.6% | 0.0% |
| 6M | +11.3% | +12.9% | -1.5% | +0.1% |
| YTD | +16.5% | +18.5% | -2.0% | +0.6% |
| 1Y | +24.3% | +25.3% | -1.0% | +2.2% |
| 3Y | +74.5% | +68.2% | +6.3% | +9.9% |
| 5Y | +54.3% | +80.6% | -26.3% | -8.3% |
| All | +54.3% | +80.1% | -25.8% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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