+166.5%
XLE vs VXUS
+46.3%
+120.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +2.0% |
| 7D | +4.4% | +2.3% | +2.1% | +3.2% |
| 30D | -4.3% | -2.2% | -2.0% | -3.3% |
| 3M | +6.0% | -5.4% | +11.4% | +8.8% |
| 6M | +13.2% | -1.2% | +14.5% | +12.7% |
| YTD | +46.7% | +10.4% | +36.4% | +34.0% |
| 1Y | +46.6% | +11.8% | +34.8% | +32.6% |
| 3Y | +69.6% | +68.4% | +1.2% | +11.6% |
| 5Y | +166.5% | +45.9% | +120.7% | +96.4% |
| All | +166.5% | +46.3% | +120.2% | +96.4% |
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