+120.7%
XLK vs VXUS
+73.0%
+47.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.9% |
| 7D | +2.3% | +0.3% | +2.0% | +2.0% |
| 30D | +0.8% | +0.7% | +0.2% | +0.1% |
| 3M | +4.1% | +4.8% | -0.7% | -0.9% |
| 6M | +34.8% | +11.3% | +23.4% | +20.0% |
| YTD | +30.8% | +16.5% | +14.3% | +10.3% |
| 1Y | +42.4% | +24.3% | +18.1% | +11.6% |
| All | +120.7% | +73.0% | +47.7% | +22.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling