+255.9%
SPOT vs VXUS
+70.6%
+185.2%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.5% | 0.0% |
| 7D | -3.0% | -0.5% | -2.4% | -2.7% |
| 30D | +15.2% | -1.2% | +16.4% | +15.7% |
| 3M | +21.6% | -3.8% | +25.4% | +23.7% |
| 6M | +45.2% | -1.7% | +46.9% | +44.9% |
| YTD | +4.9% | +11.4% | -6.5% | -6.1% |
| 1Y | -4.8% | +13.3% | -18.1% | -16.1% |
| All | +255.9% | +70.6% | +185.2% | +147.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling