+101.7%
SMR vs VXUS
+69.0%
+32.8%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | -8.3% | +2.1% | -10.4% | -13.0% |
| 30D | -20.1% | -1.1% | -18.9% | -16.7% |
| 3M | -52.7% | -5.6% | -47.1% | -43.7% |
| 6M | -61.0% | -2.3% | -58.8% | -56.5% |
| YTD | -67.1% | +10.4% | -77.5% | -72.4% |
| 1Y | -79.9% | +13.1% | -92.9% | -84.1% |
| 3Y | +101.7% | +68.0% | +33.7% | -46.2% |
| All | +101.7% | +69.0% | +32.8% | -46.2% |
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