-2.5%
SLB vs VXUS
+179.6%
-182.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | -0.4% |
| 7D | +0.8% | +1.0% | -0.2% | -0.4% |
| 30D | +15.8% | +2.2% | +13.6% | +12.7% |
| 3M | -0.3% | +3.0% | -3.3% | -4.4% |
| 6M | +21.3% | +10.7% | +10.7% | +6.1% |
| YTD | +52.3% | +17.8% | +34.5% | +23.6% |
| 1Y | +63.6% | +27.6% | +36.0% | +20.6% |
| 3Y | +3.8% | +73.3% | -69.5% | -47.5% |
| 5Y | +128.6% | +54.3% | +74.3% | +33.1% |
| 10Y | -3.1% | +149.8% | -152.9% | -65.5% |
| All | -2.5% | +179.6% | -182.1% | -70.0% |
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 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