-4.1%
XLC vs VXUS
+12.1%
-16.2%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | 0.0% | -0.6% |
| 7D | +3.1% | +2.3% | +0.8% | +2.3% |
| 30D | -4.2% | -2.2% | -2.0% | -3.6% |
| 3M | -2.1% | -5.4% | +3.3% | -0.6% |
| 6M | -6.6% | -1.2% | -5.4% | -6.6% |
| YTD | -7.8% | +10.4% | -18.2% | -13.5% |
| 1Y | -4.1% | +11.8% | -15.9% | -10.9% |
| All | -4.1% | +12.1% | -16.2% | -10.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling