-3.6%
SMR vs VXUS
+69.5%
-73.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -1.5% |
| 7D | +4.4% | +1.0% | +3.4% | +2.5% |
| 30D | +3.4% | +2.2% | +1.2% | -0.2% |
| 3M | -19.2% | +3.0% | -22.1% | -21.5% |
| 6M | -22.6% | +10.7% | -33.3% | -31.9% |
| YTD | -31.5% | +17.8% | -49.4% | -45.3% |
| 1Y | -73.1% | +27.6% | -100.7% | -80.8% |
| 3Y | +55.0% | +73.3% | -18.4% | -21.8% |
| All | -3.6% | +69.5% | -73.1% | -54.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling