+186.3%
SE vs VXUS
+76.2%
+110.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.5% |
| 7D | -6.1% | +1.0% | -7.1% | -7.2% |
| 30D | -2.5% | +2.2% | -4.7% | -4.7% |
| 3M | +21.7% | +3.0% | +18.8% | +17.4% |
| 6M | +27.0% | +10.7% | +16.3% | +11.3% |
| YTD | -12.1% | +17.8% | -30.0% | -28.3% |
| 1Y | -40.9% | +27.6% | -68.5% | -56.6% |
| All | +186.3% | +76.2% | +110.1% | +58.0% |
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 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