+55.8%
VXUS vs SN
+671.3%
-615.5%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.8% | -2.9% | -0.4% |
| 7D | +2.1% | +1.5% | +0.6% | +1.9% |
| 30D | -1.1% | +21.5% | -22.6% | -3.6% |
| 3M | -5.6% | +20.0% | -25.7% | -7.9% |
| 6M | -2.3% | +119.9% | -122.2% | -12.0% |
| YTD | +10.4% | +102.3% | -92.0% | +0.1% |
| 1Y | +13.1% | +148.0% | -134.9% | +0.2% |
| 3Y | +68.0% | +450.0% | -382.0% | +37.5% |
| All | +55.8% | +671.3% | -615.5% | +26.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling