+13.3%
VXUS vs SPXU
-28.1%
+41.4%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.9% | +4.8% | -0.5% |
| 7D | -0.5% | +1.5% | -2.1% | +0.6% |
| 30D | -1.2% | +6.4% | -7.5% | +1.9% |
| 3M | -3.8% | +4.2% | -8.1% | -1.2% |
| 6M | -1.7% | -7.8% | +6.1% | -2.5% |
| YTD | +11.4% | -27.5% | +39.0% | +1.9% |
| 1Y | +13.3% | -27.1% | +40.5% | +4.0% |
| All | +13.3% | -28.1% | +41.4% | +4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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