+70.3%
SE vs VXUS
+63.2%
+7.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | +2.0% | -1.8% | +3.8% | +4.2% |
| 30D | -20.0% | -4.6% | -15.4% | -15.6% |
| 3M | -31.8% | -6.1% | -25.7% | -26.8% |
| 6M | -15.9% | -4.9% | -11.0% | -11.7% |
| YTD | -40.6% | +8.1% | -48.7% | -46.5% |
| 1Y | -50.7% | +12.1% | -62.8% | -57.5% |
| 3Y | +70.3% | +63.9% | +6.4% | +44.9% |
| All | +70.3% | +63.2% | +7.1% | +44.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling