+295.5%
SPGI vs VXUS
+145.9%
+149.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -2.9% |
| 7D | -2.5% | +1.6% | -4.1% | -3.8% |
| 30D | +5.4% | +1.0% | +4.4% | +4.4% |
| 3M | +9.0% | +5.7% | +3.4% | +3.0% |
| 6M | +0.8% | +13.6% | -12.8% | -11.9% |
| YTD | -12.6% | +17.4% | -30.0% | -26.4% |
| 1Y | -16.1% | +25.1% | -41.2% | -33.8% |
| 3Y | +19.0% | +75.8% | -56.8% | -33.9% |
| 5Y | +5.1% | +55.4% | -50.3% | -33.9% |
| 10Y | +295.5% | +146.4% | +149.0% | +54.0% |
| All | +295.5% | +145.9% | +149.6% | +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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling