+183.8%
VXUS vs SU
+180.5%
+3.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.7% |
| 7D | +1.0% | +3.6% | -2.5% | 0.0% |
| 30D | +2.2% | +7.9% | -5.7% | -0.1% |
| 3M | +3.0% | +3.5% | -0.5% | +1.5% |
| 6M | +10.7% | +19.0% | -8.3% | +4.0% |
| YTD | +17.8% | +55.0% | -37.1% | +2.3% |
| 1Y | +27.6% | +71.2% | -43.6% | +7.3% |
| 3Y | +73.3% | +117.4% | -44.1% | +33.1% |
| 5Y | +54.3% | +335.2% | -280.8% | -8.6% |
| 10Y | +149.8% | +248.7% | -98.9% | +43.4% |
| All | +183.8% | +180.5% | +3.3% | +66.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling