+73.6%
XLC vs VXUS
+76.2%
-2.7%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.5% |
| 7D | -0.8% | +1.0% | -1.9% | -1.5% |
| 30D | +1.0% | +2.2% | -1.2% | -0.3% |
| 3M | -0.7% | +3.0% | -3.7% | -2.7% |
| 6M | -5.1% | +10.7% | -15.8% | -11.9% |
| YTD | -4.3% | +17.8% | -22.1% | -15.6% |
| 1Y | -0.6% | +27.6% | -28.1% | -17.7% |
| All | +73.6% | +76.2% | -2.7% | +7.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling