+150.1%
VXUS vs SYY
+102.5%
+47.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.2% | -2.9% | -1.4% |
| 7D | +0.3% | -0.2% | +0.5% | +0.3% |
| 30D | +0.7% | -2.7% | +3.4% | +1.4% |
| 3M | +4.8% | +5.9% | -1.1% | +2.9% |
| 6M | +11.3% | -2.3% | +13.7% | +11.2% |
| YTD | +16.5% | +13.1% | +3.4% | +11.3% |
| 1Y | +24.3% | +3.8% | +20.5% | +21.5% |
| 3Y | +74.5% | +26.7% | +47.8% | +59.2% |
| 5Y | +54.3% | +19.4% | +34.9% | +42.1% |
| 10Y | +150.1% | +112.0% | +38.1% | +90.3% |
| All | +150.1% | +102.5% | +47.6% | +90.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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