+13.3%
VXUS vs Z
-59.6%
+72.9%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.7% | +0.8% |
| 7D | -0.5% | -13.1% | +12.5% | +0.2% |
| 30D | -1.2% | +5.9% | -7.0% | -1.4% |
| 3M | -3.8% | -13.7% | +9.8% | -3.2% |
| 6M | -1.7% | -27.1% | +25.5% | +0.3% |
| YTD | +11.4% | -56.8% | +68.2% | +16.0% |
| 1Y | +13.3% | -60.2% | +73.5% | +18.7% |
| All | +13.3% | -59.6% | +72.9% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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