+150.1%
VXUS vs SPG
+59.6%
+90.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.7% | -0.2% |
| 7D | +0.3% | -1.7% | +1.9% | +0.7% |
| 30D | +0.7% | -6.3% | +6.9% | +2.2% |
| 3M | +4.8% | -2.4% | +7.2% | +5.2% |
| 6M | +11.3% | +9.6% | +1.7% | +8.6% |
| YTD | +16.5% | +14.2% | +2.3% | +12.5% |
| 1Y | +24.3% | +19.3% | +5.0% | +18.6% |
| 3Y | +74.5% | +106.7% | -32.2% | +45.0% |
| 5Y | +54.3% | +104.2% | -49.9% | +27.0% |
| 10Y | +150.1% | +63.7% | +86.4% | +112.0% |
| All | +150.1% | +59.6% | +90.5% | +112.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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