+147.3%
VXUS vs XEL
+151.6%
-4.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +1.0% |
| 7D | -1.4% | -0.3% | -1.1% | -1.4% |
| 30D | -0.5% | -3.9% | +3.5% | +0.5% |
| 3M | +2.6% | -2.8% | +5.4% | +3.2% |
| 6M | +10.9% | -5.4% | +16.3% | +12.1% |
| YTD | +16.1% | +3.8% | +12.4% | +14.5% |
| 1Y | +22.3% | +6.8% | +15.5% | +19.3% |
| 3Y | +72.0% | +45.6% | +26.4% | +52.1% |
| 5Y | +54.1% | +30.7% | +23.4% | +39.4% |
| All | +147.3% | +151.6% | -4.3% | +100.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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