+484.4%
SYK vs VXUS
+176.5%
+307.9%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | +0.2% |
| 7D | -11.8% | +0.3% | -12.1% | -12.0% |
| 30D | -20.4% | +0.7% | -21.0% | -20.8% |
| 3M | -12.1% | +4.8% | -16.8% | -15.8% |
| 6M | -24.3% | +11.3% | -35.7% | -31.6% |
| YTD | -21.2% | +16.5% | -37.7% | -31.6% |
| 1Y | -29.2% | +24.3% | -53.4% | -41.8% |
| 3Y | -2.1% | +74.5% | -76.6% | -39.9% |
| 5Y | +4.7% | +54.3% | -49.6% | -28.8% |
| 10Y | +178.2% | +150.1% | +28.1% | +30.2% |
| All | +484.4% | +176.5% | +307.9% | +142.9% |
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