+150.1%
VXUS vs SBAC
+78.4%
+71.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.3% | -0.5% |
| 7D | +0.3% | +0.2% | +0.1% | +0.2% |
| 30D | +0.7% | +3.9% | -3.2% | -0.2% |
| 3M | +4.8% | -8.2% | +12.9% | +6.4% |
| 6M | +11.3% | -2.8% | +14.1% | +10.9% |
| YTD | +16.5% | -1.5% | +18.0% | +15.4% |
| 1Y | +24.3% | 0.0% | +24.3% | +22.5% |
| 3Y | +74.5% | -8.4% | +82.9% | +72.7% |
| 5Y | +54.3% | -43.5% | +97.9% | +71.7% |
| 10Y | +150.1% | +86.9% | +63.2% | +110.9% |
| All | +150.1% | +78.4% | +71.7% | +110.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SBAC 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling