-48.1%
SMR vs VXUS
+58.8%
-106.9%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.4% | -2.8% |
| 7D | -2.8% | +0.5% | -3.3% | -3.0% |
| 30D | -27.5% | -2.5% | -25.0% | -23.0% |
| 3M | -43.1% | -4.6% | -38.5% | -36.8% |
| 6M | -58.4% | -2.6% | -55.8% | -54.2% |
| YTD | -63.2% | +10.4% | -73.5% | -66.3% |
| 1Y | -81.6% | +12.9% | -94.5% | -83.7% |
| 3Y | +149.8% | +68.4% | +81.4% | +39.8% |
| All | -48.1% | +58.8% | -106.9% | -71.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling