+190.6%
VZ vs VXUS
+156.0%
+34.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.7% | +3.6% | +1.2% |
| 7D | +5.6% | -3.4% | +9.0% | +6.9% |
| 30D | +1.9% | -5.8% | +7.7% | +3.9% |
| 3M | +0.8% | -6.4% | +7.2% | +3.0% |
| 6M | +0.6% | -2.5% | +3.1% | +0.9% |
| YTD | +20.8% | +7.9% | +12.9% | +15.8% |
| 1Y | +23.9% | +11.5% | +12.4% | +17.2% |
| 3Y | +55.7% | +63.4% | -7.8% | +24.9% |
| 5Y | +21.5% | +42.9% | -21.4% | +2.3% |
| 10Y | +68.5% | +138.9% | -70.4% | +10.2% |
| All | +190.6% | +156.0% | +34.6% | +79.0% |
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