+75.8%
VXUS vs SPXU
-80.6%
+156.4%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | +0.1% |
| 7D | +1.6% | -1.5% | +3.1% | +1.2% |
| 30D | +1.0% | +3.7% | -2.7% | +2.1% |
| 3M | +5.7% | -9.6% | +15.2% | +3.6% |
| 6M | +13.6% | -32.4% | +45.9% | +4.5% |
| YTD | +17.4% | -28.7% | +46.1% | +9.8% |
| 1Y | +25.1% | -38.2% | +63.3% | +13.7% |
| 3Y | +75.8% | -80.4% | +156.3% | +26.3% |
| All | +75.8% | -80.6% | +156.4% | +26.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling