+147.3%
VXUS vs SW
+147.8%
-0.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.4% |
| 7D | +1.0% | -5.1% | +6.1% | +1.6% |
| 30D | +2.2% | -4.6% | +6.8% | +2.7% |
| 3M | +3.0% | +9.4% | -6.4% | +1.7% |
| 6M | +10.7% | +3.5% | +7.1% | +9.7% |
| YTD | +17.8% | +22.0% | -4.2% | +14.8% |
| 1Y | +27.6% | +2.2% | +25.4% | +26.2% |
| 3Y | +73.3% | +19.6% | +53.7% | +66.9% |
| 5Y | +54.3% | -2.3% | +56.7% | +47.8% |
| All | +147.3% | +147.8% | -0.5% | +112.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 10y: compounded portfolio wealth divided by compounded SW 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…
10y analysis · Full analysis span regression · 6 months rolling