+55.4%
VXUS vs SYY
+18.1%
+37.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | +1.6% | -2.8% | +4.3% | +2.3% |
| 30D | +1.0% | -5.3% | +6.3% | +2.4% |
| 3M | +5.7% | +5.1% | +0.6% | +4.0% |
| 6M | +13.6% | -5.0% | +18.6% | +14.4% |
| YTD | +17.4% | +10.7% | +6.7% | +12.6% |
| 1Y | +25.1% | +0.7% | +24.4% | +23.4% |
| 3Y | +75.8% | +24.0% | +51.8% | +59.3% |
| 5Y | +55.4% | +19.3% | +36.1% | +41.6% |
| All | +55.4% | +18.1% | +37.3% | +41.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling