+16.5%
VXUS vs SU
+88.1%
-71.6%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -4.5% | +6.5% | +1.5% |
| 7D | +0.2% | -7.1% | +7.2% | -0.6% |
| 30D | -2.3% | +4.8% | -7.0% | -1.8% |
| 3M | -2.8% | +12.5% | -15.3% | -1.5% |
| 6M | +2.6% | +6.5% | -3.8% | +3.6% |
| YTD | +12.0% | +65.8% | -53.8% | +8.4% |
| 1Y | +16.5% | +86.2% | -69.6% | +11.2% |
| All | +16.5% | +88.1% | -71.6% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 1y: compounded portfolio wealth divided by compounded SU 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…
1y analysis · Full analysis span regression · 6 months rolling