+5.0%
SYK vs VXUS
+51.5%
-46.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.7% | -1.1% |
| 7D | -12.3% | -1.9% | -10.4% | -11.2% |
| 30D | -22.4% | -0.7% | -21.7% | -22.1% |
| 3M | -12.3% | +4.9% | -17.3% | -15.7% |
| 6M | -24.3% | +9.7% | -34.0% | -30.0% |
| YTD | -22.8% | +15.0% | -37.8% | -31.6% |
| 1Y | -28.8% | +22.4% | -51.2% | -40.1% |
| 3Y | -4.0% | +72.2% | -76.2% | -40.3% |
| All | +5.0% | +51.5% | -46.5% | -26.0% |
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 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