+531.6%
XLI vs VXUS
+161.9%
+369.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.1% |
| 7D | +4.3% | +2.3% | +2.0% | +2.2% |
| 30D | +0.5% | -2.2% | +2.7% | +2.5% |
| 3M | -8.6% | -5.4% | -3.2% | -4.1% |
| 6M | -2.3% | -1.2% | -1.1% | -1.6% |
| YTD | +10.1% | +10.4% | -0.3% | +0.2% |
| 1Y | +11.0% | +11.8% | -0.8% | -0.2% |
| 3Y | +72.3% | +68.4% | +3.9% | +6.8% |
| 5Y | +70.8% | +45.9% | +25.0% | +19.9% |
| 10Y | +228.7% | +144.7% | +84.0% | +47.0% |
| All | +531.6% | +161.9% | +369.7% | +159.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling