+25.1%
VXUS vs SM
+46.7%
-21.7%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.6% | -4.0% | -0.1% |
| 7D | +1.6% | -0.2% | +1.7% | +1.6% |
| 30D | +1.0% | +31.5% | -30.5% | +3.3% |
| 3M | +5.7% | +17.3% | -11.7% | +7.5% |
| 6M | +13.6% | +48.5% | -34.9% | +15.9% |
| YTD | +17.4% | +106.3% | -88.9% | +17.7% |
| 1Y | +25.1% | +47.3% | -22.2% | +27.7% |
| All | +25.1% | +46.7% | -21.7% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 1y: compounded portfolio wealth divided by compounded SM 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…
1y analysis · Full analysis span regression · 6 months rolling