-80.4%
SMR vs VXUS
+13.7%
-94.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.8% | -2.5% |
| 7D | +1.9% | -0.5% | +2.5% | +4.6% |
| 30D | -21.9% | -1.2% | -20.8% | -18.3% |
| 3M | -47.1% | -3.8% | -43.3% | -40.0% |
| 6M | -60.6% | -1.7% | -59.0% | -56.7% |
| YTD | -63.1% | +11.4% | -74.5% | -75.2% |
| 1Y | -80.4% | +13.3% | -93.8% | -87.6% |
| All | -80.4% | +13.7% | -94.2% | -87.6% |
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