+788.5%
XLK vs VXUS
+151.1%
+637.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +0.2% |
| 7D | +0.2% | -1.4% | +1.6% | +1.9% |
| 30D | -0.6% | -0.5% | -0.2% | -0.1% |
| 3M | +2.6% | +2.6% | 0.0% | 0.0% |
| 6M | +34.0% | +10.9% | +23.1% | +19.8% |
| YTD | +30.7% | +16.1% | +14.5% | +10.7% |
| 1Y | +39.2% | +22.3% | +16.9% | +11.4% |
| 3Y | +120.4% | +72.0% | +48.4% | +20.7% |
| 5Y | +148.8% | +54.1% | +94.7% | +54.8% |
| All | +788.5% | +151.1% | +637.4% | +254.2% |
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 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