+183.8%
VXUS vs XRT
+356.5%
-172.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | 0.0% |
| 7D | +1.0% | +0.8% | +0.2% | +0.6% |
| 30D | +2.2% | -4.2% | +6.4% | +4.1% |
| 3M | +3.0% | +5.1% | -2.1% | +0.4% |
| 6M | +10.7% | +2.4% | +8.2% | +9.1% |
| YTD | +17.8% | +3.2% | +14.6% | +15.7% |
| 1Y | +27.6% | +1.5% | +26.1% | +25.9% |
| 3Y | +73.3% | +40.6% | +32.7% | +44.2% |
| 5Y | +54.3% | -1.0% | +55.3% | +47.1% |
| 10Y | +149.8% | +128.4% | +21.4% | +33.9% |
| All | +183.8% | +356.5% | -172.7% | -13.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling