+21.8%
XBI vs VXUS
+53.2%
-31.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -0.7% |
| 7D | -3.6% | +0.3% | -3.9% | -3.9% |
| 30D | +0.9% | +0.7% | +0.2% | +0.1% |
| 3M | +21.4% | +4.8% | +16.7% | +15.0% |
| 6M | +25.5% | +11.3% | +14.2% | +10.6% |
| YTD | +30.8% | +16.5% | +14.3% | +9.0% |
| 1Y | +68.6% | +24.3% | +44.3% | +30.1% |
| 3Y | +103.9% | +74.5% | +29.4% | +4.0% |
| All | +21.8% | +53.2% | -31.4% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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