+164.2%
XLB vs VXUS
+146.4%
+17.8%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +0.5% | +2.1% | -1.6% | -1.5% |
| 30D | +5.2% | -1.1% | +6.3% | +6.2% |
| 3M | +0.3% | -5.6% | +5.9% | +6.0% |
| 6M | +1.2% | -2.3% | +3.4% | +2.8% |
| YTD | +16.6% | +10.4% | +6.3% | +4.3% |
| 1Y | +21.4% | +13.1% | +8.4% | +6.0% |
| 3Y | +43.2% | +68.0% | -24.8% | -17.3% |
| 5Y | +28.0% | +45.8% | -17.8% | -14.4% |
| All | +164.2% | +146.4% | +17.8% | +10.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling