+163.9%
XLE vs VXUS
+144.6%
+19.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.8% | -2.3% | -2.2% |
| 7D | -7.9% | +0.8% | -8.7% | -8.8% |
| 30D | -4.8% | -1.9% | -2.9% | -3.4% |
| 3M | +8.4% | -4.4% | +12.8% | +12.4% |
| 6M | +12.7% | -2.0% | +14.6% | +12.5% |
| YTD | +41.3% | +11.1% | +30.2% | +21.0% |
| 1Y | +42.3% | +15.1% | +27.2% | +17.2% |
| 3Y | +65.1% | +70.4% | -5.4% | -14.8% |
| 5Y | +150.2% | +47.2% | +103.0% | +52.8% |
| 10Y | +163.9% | +142.3% | +21.6% | -5.0% |
| All | +163.9% | +144.6% | +19.4% | -5.0% |
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 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