+69.9%
XLI vs VXUS
+45.4%
+24.4%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +3.8% | +2.1% | +1.6% | +2.0% |
| 30D | +1.0% | -1.1% | +2.2% | +2.0% |
| 3M | -8.9% | -5.6% | -3.3% | -4.6% |
| 6M | -2.3% | -2.3% | 0.0% | -0.7% |
| YTD | +9.7% | +10.4% | -0.7% | +0.6% |
| 1Y | +12.3% | +13.1% | -0.7% | +1.0% |
| 3Y | +71.5% | +68.0% | +3.5% | +10.5% |
| All | +69.9% | +45.4% | +24.4% | +22.8% |
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