+14.1%
XLI vs VXUS
+22.1%
-7.9%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | +0.2% |
| 7D | -2.3% | -1.9% | -0.4% | -0.9% |
| 30D | -8.2% | -0.7% | -7.4% | -7.7% |
| 3M | +0.8% | +4.9% | -4.2% | -2.8% |
| 6M | +0.8% | +9.7% | -8.8% | -6.2% |
| YTD | +10.5% | +15.0% | -4.5% | -2.5% |
| 1Y | +14.1% | +22.4% | -8.3% | -4.1% |
| All | +14.1% | +22.1% | -7.9% | -4.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling