+63.6%
VXUS vs STLD
+104.7%
-41.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -7.6% | +3.9% | -2.3% |
| 7D | -3.4% | -12.5% | +9.1% | -1.0% |
| 30D | -5.8% | -6.8% | +1.0% | -4.6% |
| 3M | -6.4% | -16.4% | +9.9% | -3.5% |
| 6M | -2.5% | -6.1% | +3.6% | -2.0% |
| YTD | +7.9% | +32.0% | -24.1% | +1.3% |
| 1Y | +11.5% | +45.5% | -34.0% | +2.8% |
| All | +63.6% | +104.7% | -41.1% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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