+135.9%
XLU vs VXUS
+151.1%
-15.2%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.8% |
| 7D | -1.6% | -1.4% | -0.2% | -0.8% |
| 30D | -3.3% | -0.5% | -2.9% | -3.1% |
| 3M | -3.2% | +2.6% | -5.7% | -4.7% |
| 6M | -7.0% | +10.9% | -17.8% | -12.7% |
| YTD | +0.6% | +16.1% | -15.5% | -8.2% |
| 1Y | +2.4% | +22.3% | -19.8% | -9.4% |
| 3Y | +46.3% | +72.0% | -25.8% | +5.3% |
| 5Y | +44.0% | +54.1% | -10.2% | +9.4% |
| All | +135.9% | +151.1% | -15.2% | +20.4% |
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