+56.9%
VXUS vs SN
+681.9%
-625.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.9% | -0.1% | +2.5% |
| 7D | +0.8% | +7.6% | -6.9% | -0.2% |
| 30D | -1.9% | +24.1% | -26.0% | -4.5% |
| 3M | -4.4% | +23.7% | -28.1% | -7.1% |
| 6M | -2.0% | +105.5% | -107.5% | -11.0% |
| YTD | +11.1% | +105.1% | -94.0% | +0.6% |
| 1Y | +15.1% | +148.3% | -133.2% | +2.0% |
| 3Y | +70.4% | +438.7% | -368.2% | +39.4% |
| All | +56.9% | +681.9% | -625.0% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 10y: compounded portfolio wealth divided by compounded SN 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…
10y analysis · Full analysis span regression · 6 months rolling