+107.5%
SOXX vs VXUS
+23.1%
+84.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.0% | +0.9% | -0.1% |
| 7D | +1.4% | -1.4% | +2.8% | +4.4% |
| 30D | -3.6% | -0.5% | -3.1% | -2.6% |
| 3M | -10.2% | +2.6% | -12.7% | -13.2% |
| 6M | +54.2% | +10.9% | +43.4% | +33.5% |
| YTD | +75.2% | +16.1% | +59.1% | +34.2% |
| 1Y | +107.5% | +22.3% | +85.2% | +43.0% |
| All | +107.5% | +23.1% | +84.4% | +43.0% |
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 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