+54.3%
VXUS vs SPXU
-85.9%
+140.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -0.4% |
| 7D | +0.3% | +1.3% | -1.0% | +0.6% |
| 30D | +0.7% | +5.1% | -4.5% | +2.1% |
| 3M | +4.8% | -9.1% | +13.9% | +2.9% |
| 6M | +11.3% | -29.6% | +40.9% | +3.6% |
| YTD | +16.5% | -27.7% | +44.2% | +9.5% |
| 1Y | +24.3% | -37.0% | +61.2% | +13.6% |
| 3Y | +74.5% | -80.2% | +154.7% | +27.9% |
| 5Y | +54.3% | -86.0% | +140.4% | +15.1% |
| All | +54.3% | -85.9% | +140.2% | +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