-68.1%
SE vs VXUS
+54.3%
-122.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.8% |
| 7D | -6.1% | +1.0% | -7.1% | -7.8% |
| 30D | -2.5% | +2.2% | -4.7% | -6.2% |
| 3M | +21.7% | +3.0% | +18.8% | +14.2% |
| 6M | +27.0% | +10.7% | +16.3% | +2.1% |
| YTD | -12.1% | +17.8% | -30.0% | -37.5% |
| 1Y | -40.9% | +27.6% | -68.5% | -64.5% |
| 3Y | +191.0% | +73.3% | +117.7% | -13.4% |
| All | -68.1% | +54.3% | -122.4% | -85.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling