+168.3%
VXUS vs SPXU
-100.0%
+268.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.9% | +4.8% | -0.2% |
| 7D | -0.5% | +1.5% | -2.1% | +0.4% |
| 30D | -1.2% | +6.4% | -7.5% | +1.3% |
| 3M | -3.8% | +4.2% | -8.1% | -1.7% |
| 6M | -1.7% | -7.8% | +6.1% | -2.2% |
| YTD | +11.4% | -27.5% | +39.0% | +4.6% |
| 1Y | +13.3% | -27.1% | +40.5% | +6.8% |
| 3Y | +70.0% | -80.8% | +150.8% | +16.2% |
| 5Y | +48.1% | -84.1% | +132.2% | +8.9% |
| 10Y | +147.1% | -99.5% | +246.6% | -21.3% |
| All | +168.3% | -100.0% | +268.3% | -59.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling