+722.4%
XBI vs VXUS
+178.6%
+543.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.8% | -0.8% |
| 7D | -0.9% | +1.6% | -2.5% | -2.5% |
| 30D | +2.9% | +1.0% | +1.9% | +1.9% |
| 3M | +26.2% | +5.7% | +20.6% | +19.2% |
| 6M | +30.7% | +13.6% | +17.1% | +14.6% |
| YTD | +32.9% | +17.4% | +15.5% | +12.5% |
| 1Y | +72.3% | +25.1% | +47.2% | +36.8% |
| 3Y | +107.2% | +75.8% | +31.4% | +16.9% |
| 5Y | +23.2% | +55.4% | -32.2% | -20.5% |
| 10Y | +158.5% | +146.4% | +12.1% | +9.5% |
| All | +722.4% | +178.6% | +543.8% | +216.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling