+54.6%
VXUS vs SU
+342.1%
-287.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.4% | -1.1% |
| 7D | +0.3% | +1.6% | -1.3% | 0.0% |
| 30D | +0.7% | +10.7% | -10.1% | -1.2% |
| 3M | +4.8% | +13.5% | -8.7% | +2.1% |
| 6M | +11.3% | +21.8% | -10.5% | +6.2% |
| YTD | +16.5% | +58.8% | -42.3% | +4.9% |
| 1Y | +24.3% | +72.0% | -47.8% | +9.9% |
| 3Y | +74.5% | +121.7% | -47.2% | +44.0% |
| All | +54.6% | +342.1% | -287.4% | +8.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling