+227.3%
XLI vs VXUS
+146.4%
+80.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | 0.0% |
| 7D | +4.3% | +2.3% | +2.0% | +2.1% |
| 30D | +0.5% | -2.2% | +2.7% | +2.6% |
| 3M | -8.6% | -5.4% | -3.2% | -3.8% |
| 6M | -2.3% | -1.2% | -1.1% | -1.6% |
| YTD | +10.1% | +10.4% | -0.3% | -0.6% |
| 1Y | +11.0% | +11.8% | -0.8% | -1.0% |
| 3Y | +72.3% | +68.4% | +3.9% | +2.4% |
| 5Y | +70.8% | +45.9% | +25.0% | +16.8% |
| All | +227.3% | +146.4% | +80.9% | +41.0% |
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