+65.8%
XLE vs VXUS
+70.6%
-4.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +0.9% | +1.6% |
| 7D | -0.2% | -0.5% | +0.3% | -0.1% |
| 30D | -4.0% | -1.2% | -2.8% | -3.7% |
| 3M | +4.6% | -3.8% | +8.5% | +5.7% |
| 6M | +12.3% | -1.7% | +14.0% | +12.3% |
| YTD | +44.5% | +11.4% | +33.1% | +33.7% |
| 1Y | +42.4% | +13.3% | +29.1% | +30.1% |
| All | +65.8% | +70.6% | -4.8% | +11.9% |
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 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