+20.2%
VZ vs VXUS
+42.8%
-22.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.1% | -1.0% |
| 7D | +2.1% | -1.8% | +3.9% | +2.4% |
| 30D | +1.4% | -4.6% | +5.9% | +2.1% |
| 3M | -1.3% | -6.1% | +4.8% | -0.3% |
| 6M | -0.5% | -4.9% | +4.4% | 0.0% |
| YTD | +19.6% | +8.1% | +11.6% | +16.1% |
| 1Y | +22.4% | +12.1% | +10.3% | +17.4% |
| 3Y | +55.9% | +63.9% | -8.0% | +32.0% |
| All | +20.2% | +42.8% | -22.6% | +1.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling