+163.9%
XLE vs VXUS
+140.9%
+23.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +1.1% |
| 7D | -6.7% | +0.5% | -7.2% | -7.4% |
| 30D | -4.4% | -2.5% | -1.9% | -2.3% |
| 3M | +4.0% | -4.6% | +8.6% | +8.1% |
| 6M | +13.2% | -2.6% | +15.8% | +13.7% |
| YTD | +41.9% | +10.4% | +31.5% | +22.3% |
| 1Y | +41.6% | +12.9% | +28.8% | +19.0% |
| 3Y | +64.0% | +68.4% | -4.4% | -14.3% |
| 5Y | +158.1% | +47.7% | +110.4% | +56.4% |
| 10Y | +163.9% | +142.2% | +21.7% | -5.3% |
| All | +163.9% | +140.9% | +23.0% | -5.3% |
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