+47.7%
VXUS vs SPXU
-83.3%
+131.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -0.4% |
| 7D | +0.5% | +0.5% | 0.0% | +1.1% |
| 30D | -2.5% | +10.9% | -13.5% | +0.7% |
| 3M | -4.6% | +9.6% | -14.2% | -1.5% |
| 6M | -2.6% | -4.7% | +2.0% | -2.2% |
| YTD | +10.4% | -24.6% | +35.0% | +5.7% |
| 1Y | +12.9% | -24.7% | +37.6% | +8.3% |
| 3Y | +68.4% | -80.0% | +148.4% | +24.0% |
| 5Y | +47.7% | -83.5% | +131.1% | +15.1% |
| All | +47.7% | -83.3% | +131.0% | +15.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling