+1,293.9%
SHW vs VXUS
+179.6%
+1,114.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.1% |
| 7D | -3.2% | +1.0% | -4.3% | -3.9% |
| 30D | -9.5% | +2.2% | -11.7% | -10.9% |
| 3M | +11.5% | +3.0% | +8.5% | +8.9% |
| 6M | -3.5% | +10.7% | -14.2% | -10.5% |
| YTD | +3.7% | +17.8% | -14.1% | -8.1% |
| 1Y | -7.9% | +27.6% | -35.5% | -22.9% |
| 3Y | +24.7% | +73.3% | -48.6% | -16.2% |
| 5Y | +13.6% | +54.3% | -40.7% | -17.7% |
| 10Y | +283.0% | +149.8% | +133.1% | +98.5% |
| All | +1,293.9% | +179.6% | +1,114.2% | +556.8% |
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