+22.3%
VXUS vs SU
+67.3%
-45.0%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | -1.4% | +2.2% | -3.7% | -1.3% |
| 30D | -0.5% | +8.4% | -8.9% | +0.1% |
| 3M | +2.6% | +12.1% | -9.5% | +3.6% |
| 6M | +10.9% | +19.7% | -8.8% | +9.7% |
| YTD | +16.1% | +58.4% | -42.3% | +10.6% |
| 1Y | +22.3% | +67.2% | -44.9% | +15.2% |
| All | +22.3% | +67.3% | -45.0% | +15.2% |
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