+264.0%
SPOT vs VXUS
+102.2%
+161.9%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.5% | -3.7% | -3.6% |
| 7D | -0.9% | +1.0% | -1.9% | -1.9% |
| 30D | +12.5% | +2.2% | +10.3% | +10.0% |
| 3M | +9.9% | +3.0% | +6.9% | +5.6% |
| 6M | +1.6% | +10.7% | -9.1% | -10.2% |
| YTD | -6.6% | +17.8% | -24.4% | -23.0% |
| 1Y | -22.9% | +27.6% | -50.5% | -41.8% |
| 3Y | +244.3% | +73.3% | +171.0% | +86.3% |
| 5Y | +117.8% | +54.3% | +63.5% | +33.9% |
| All | +264.0% | +102.2% | +161.9% | +79.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling