-40.5%
SE vs VXUS
+25.3%
-65.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.4% |
| 7D | +0.6% | +1.6% | -1.0% | -0.8% |
| 30D | -0.1% | +1.0% | -1.1% | -0.9% |
| 3M | +34.1% | +5.7% | +28.5% | +26.8% |
| 6M | +23.2% | +13.6% | +9.6% | +6.2% |
| YTD | -11.2% | +17.4% | -28.6% | -24.0% |
| 1Y | -40.5% | +25.1% | -65.6% | -50.9% |
| All | -40.5% | +25.3% | -65.8% | -50.9% |
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 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