-81.4%
SMR vs VXUS
+12.1%
-93.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.9% | -6.9% | -5.2% |
| 7D | +10.3% | +2.3% | +8.0% | +3.8% |
| 30D | -25.7% | -2.2% | -23.5% | -19.7% |
| 3M | -49.7% | -5.4% | -44.3% | -40.0% |
| 6M | -59.8% | -1.2% | -58.6% | -56.3% |
| YTD | -66.0% | +10.4% | -76.4% | -76.5% |
| 1Y | -81.4% | +11.8% | -93.3% | -87.8% |
| All | -81.4% | +12.1% | -93.6% | -87.8% |
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 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