+72.5%
VXUS vs SU
+120.6%
-48.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.4% | -1.0% |
| 7D | +0.3% | +1.6% | -1.3% | +0.1% |
| 30D | +0.7% | +10.7% | -10.1% | -0.7% |
| 3M | +4.8% | +13.5% | -8.7% | +2.9% |
| 6M | +11.3% | +21.8% | -10.5% | +7.0% |
| YTD | +16.5% | +58.8% | -42.3% | +5.8% |
| 1Y | +24.3% | +72.0% | -47.8% | +10.8% |
| All | +72.5% | +120.6% | -48.0% | +44.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling