+73.6%
SLB vs VXUS
+46.3%
+27.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.8% |
| 7D | +2.6% | +2.3% | +0.3% | +0.4% |
| 30D | +4.4% | -2.2% | +6.6% | +6.5% |
| 3M | -2.7% | -5.4% | +2.7% | +2.3% |
| 6M | -7.5% | -1.2% | -6.3% | -7.1% |
| YTD | +34.8% | +10.4% | +24.4% | +21.2% |
| 1Y | +44.6% | +11.8% | +32.8% | +28.3% |
| 3Y | +3.2% | +68.4% | -65.2% | -38.4% |
| 5Y | +73.6% | +45.9% | +27.7% | +25.0% |
| All | +73.6% | +46.3% | +27.2% | +25.0% |
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 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