+88.9%
SMR vs VXUS
+75.9%
+13.0%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -0.4% | +15.6% | +16.3% |
| 7D | +21.4% | +1.6% | +19.8% | +16.1% |
| 30D | +13.8% | +1.0% | +12.9% | +11.3% |
| 3M | +3.9% | +5.7% | -1.8% | -8.8% |
| 6M | -4.2% | +13.6% | -17.8% | -27.8% |
| YTD | -21.1% | +17.4% | -38.5% | -45.4% |
| 1Y | -67.1% | +25.1% | -92.1% | -80.4% |
| 3Y | +88.9% | +75.8% | +13.0% | -57.5% |
| All | +88.9% | +75.9% | +13.0% | -57.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling