+211.1%
VZ vs VXUS
+179.6%
+31.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.1% |
| 7D | +0.1% | +1.0% | -0.9% | -0.3% |
| 30D | +7.9% | +2.2% | +5.7% | +7.0% |
| 3M | +13.6% | +3.0% | +10.7% | +12.1% |
| 6M | +1.1% | +10.7% | -9.6% | -3.3% |
| YTD | +29.3% | +17.8% | +11.4% | +20.3% |
| 1Y | +21.2% | +27.6% | -6.3% | +9.2% |
| 3Y | +75.9% | +73.3% | +2.6% | +38.7% |
| 5Y | +24.1% | +54.3% | -30.2% | +1.8% |
| 10Y | +62.4% | +149.8% | -87.4% | +5.1% |
| All | +211.1% | +179.6% | +31.5% | +85.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling