+72.5%
VXUS vs XEL
+47.8%
+24.7%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.6% |
| 7D | +0.3% | +0.9% | -0.6% | +0.2% |
| 30D | +0.7% | -0.9% | +1.6% | +0.8% |
| 3M | +4.8% | -1.4% | +6.2% | +4.8% |
| 6M | +11.3% | -5.8% | +17.1% | +12.0% |
| YTD | +16.5% | +4.7% | +11.8% | +15.5% |
| 1Y | +24.3% | +9.1% | +15.2% | +22.3% |
| All | +72.5% | +47.8% | +24.7% | +63.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling