-5.3%
SYK vs VXUS
+72.4%
-77.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.1% | +1.6% |
| 7D | -9.1% | -1.4% | -7.7% | -8.5% |
| 30D | -20.6% | -0.5% | -20.2% | -20.5% |
| 3M | -9.6% | +2.6% | -12.2% | -10.8% |
| 6M | -19.9% | +10.9% | -30.7% | -24.5% |
| YTD | -21.2% | +16.1% | -37.3% | -28.1% |
| 1Y | -28.4% | +22.3% | -50.7% | -36.9% |
| 3Y | -5.3% | +72.0% | -77.3% | -33.4% |
| All | -5.3% | +72.4% | -77.7% | -33.4% |
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