+241.5%
SOXX vs VXUS
+51.5%
+190.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.3% | -1.4% | -0.5% |
| 7D | +3.0% | -1.9% | +5.0% | +6.5% |
| 30D | -3.1% | -0.7% | -2.4% | -1.8% |
| 3M | -4.4% | +4.9% | -9.3% | -10.2% |
| 6M | +52.9% | +9.7% | +43.2% | +35.0% |
| YTD | +72.0% | +15.0% | +57.0% | +40.8% |
| 1Y | +105.1% | +22.4% | +82.7% | +52.6% |
| 3Y | +220.6% | +72.2% | +148.4% | +41.8% |
| All | +241.5% | +51.5% | +190.0% | +91.0% |
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 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