+35.8%
XLC vs VXUS
+42.8%
-6.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.3% |
| 7D | +4.9% | -1.8% | +6.7% | +6.3% |
| 30D | -5.8% | -4.6% | -1.3% | -2.3% |
| 3M | -5.4% | -6.1% | +0.6% | -0.8% |
| 6M | -10.2% | -4.9% | -5.3% | -7.3% |
| YTD | -10.2% | +8.1% | -18.2% | -18.0% |
| 1Y | -5.6% | +12.1% | -17.7% | -16.8% |
| 3Y | +61.0% | +63.9% | -2.9% | -3.6% |
| All | +35.8% | +42.8% | -6.9% | -5.5% |
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