+13.3%
VXUS vs XRT
+15.4%
-2.1%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +1.0% |
| 7D | -0.5% | -1.4% | +0.9% | 0.0% |
| 30D | -1.2% | +9.8% | -11.0% | -4.7% |
| 3M | -3.8% | +3.3% | -7.1% | -5.0% |
| 6M | -1.7% | +13.6% | -15.3% | -7.7% |
| YTD | +11.4% | +9.1% | +2.4% | +5.4% |
| 1Y | +13.3% | +15.1% | -1.7% | +5.1% |
| All | +13.3% | +15.4% | -2.1% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 1y: compounded portfolio wealth divided by compounded XRT 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…
1y analysis · Full analysis span regression · 6 months rolling