+134.8%
VXUS vs SW
+182.7%
-47.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.1% | +0.3% |
| 7D | -1.8% | +2.3% | -4.1% | -2.0% |
| 30D | -4.6% | +6.8% | -11.3% | -5.3% |
| 3M | -6.1% | -5.2% | -0.9% | -5.6% |
| 6M | -4.9% | +7.4% | -12.3% | -6.0% |
| YTD | +8.1% | +17.4% | -9.3% | +5.6% |
| 1Y | +12.1% | +27.1% | -15.0% | +8.6% |
| 3Y | +63.9% | +47.9% | +16.0% | +55.0% |
| 5Y | +43.1% | -2.6% | +45.7% | +37.2% |
| All | +134.8% | +182.7% | -47.9% | +99.0% |
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