+146.2%
VXUS vs XEL
+187.7%
-41.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.2% | -0.1% |
| 7D | +2.1% | +2.4% | -0.3% | +1.5% |
| 30D | -1.1% | +8.3% | -9.4% | -3.2% |
| 3M | -5.6% | +4.2% | -9.8% | -6.7% |
| 6M | -2.3% | +3.7% | -6.0% | -3.5% |
| YTD | +10.4% | +13.1% | -2.7% | +6.3% |
| 1Y | +13.1% | +5.0% | +8.1% | +11.1% |
| 3Y | +68.0% | +55.0% | +13.0% | +46.4% |
| 5Y | +45.8% | +51.8% | -6.0% | +26.4% |
| All | +146.2% | +187.7% | -41.5% | +97.8% |
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