+20.3%
VZ vs VXUS
+11.9%
+8.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.5% | +2.1% | -0.7% | +2.1% |
| 30D | +4.4% | -1.1% | +5.5% | +4.0% |
| 3M | -2.4% | -5.6% | +3.3% | -3.9% |
| 6M | +1.4% | -2.3% | +3.7% | +0.9% |
| YTD | +21.4% | +10.4% | +11.0% | +22.1% |
| 1Y | +20.3% | +13.1% | +7.2% | +20.7% |
| All | +20.3% | +11.9% | +8.4% | +20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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