-69.4%
SMR vs VXUS
+24.1%
-93.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -1.1% |
| 7D | +13.1% | +0.3% | +12.8% | +11.9% |
| 30D | +17.8% | +0.7% | +17.1% | +16.0% |
| 3M | +8.1% | +4.8% | +3.3% | -3.9% |
| 6M | -11.1% | +11.3% | -22.4% | -29.0% |
| YTD | -23.7% | +16.5% | -40.2% | -52.1% |
| 1Y | -69.4% | +24.3% | -93.7% | -84.4% |
| All | -69.4% | +24.1% | -93.5% | -84.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling