+365.7%
SE vs VXUS
+88.9%
+276.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | -0.1% |
| 7D | +2.0% | -1.8% | +3.8% | +4.9% |
| 30D | -20.0% | -4.6% | -15.4% | -14.0% |
| 3M | -31.8% | -6.1% | -25.7% | -25.0% |
| 6M | -15.9% | -4.9% | -11.0% | -10.6% |
| YTD | -40.6% | +8.1% | -48.7% | -48.3% |
| 1Y | -50.7% | +12.1% | -62.8% | -59.6% |
| 3Y | +70.3% | +63.9% | +6.4% | -24.9% |
| 5Y | -78.8% | +43.1% | -122.0% | -87.4% |
| All | +365.7% | +88.9% | +276.8% | +93.5% |
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