+112.6%
SPOT vs VXUS
+54.3%
+58.3%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.2% |
| 7D | -6.5% | +0.3% | -6.8% | -6.8% |
| 30D | +2.2% | +0.7% | +1.5% | +1.3% |
| 3M | +5.4% | +4.8% | +0.6% | -1.2% |
| 6M | -4.0% | +11.3% | -15.3% | -17.6% |
| YTD | -9.9% | +16.5% | -26.4% | -27.9% |
| 1Y | -27.3% | +24.3% | -51.5% | -47.0% |
| 3Y | +236.4% | +74.5% | +161.9% | +46.7% |
| 5Y | +112.6% | +54.3% | +58.3% | +18.7% |
| All | +112.6% | +54.3% | +58.3% | +18.7% |
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