+42.7%
XLP vs VXUS
+42.9%
-0.2%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.7% | +2.9% | +0.4% |
| 7D | +3.5% | -3.4% | +6.9% | +4.6% |
| 30D | +11.6% | -5.8% | +17.4% | +13.6% |
| 3M | +7.6% | -6.4% | +14.1% | +9.7% |
| 6M | +10.0% | -2.5% | +12.5% | +10.2% |
| YTD | +19.7% | +7.9% | +11.8% | +15.0% |
| 1Y | +23.5% | +11.5% | +12.0% | +17.0% |
| 3Y | +44.0% | +63.4% | -19.5% | +15.0% |
| 5Y | +42.7% | +42.9% | -0.2% | +19.1% |
| All | +42.7% | +42.9% | -0.2% | +19.1% |
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