+1,681.8%
XLK vs VXUS
+178.6%
+1,503.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.7% |
| 7D | +2.3% | +1.6% | +0.7% | +0.8% |
| 30D | -0.1% | +1.0% | -1.1% | -1.0% |
| 3M | +2.1% | +5.7% | -3.5% | -2.7% |
| 6M | +37.2% | +13.6% | +23.6% | +22.1% |
| YTD | +30.8% | +17.4% | +13.4% | +12.7% |
| 1Y | +42.6% | +25.1% | +17.6% | +15.9% |
| 3Y | +121.8% | +75.8% | +46.0% | +31.8% |
| 5Y | +145.7% | +55.4% | +90.3% | +64.6% |
| 10Y | +782.1% | +146.4% | +635.7% | +308.8% |
| All | +1,681.8% | +178.6% | +1,503.2% | +636.5% |
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