+363.6%
XLU vs VXUS
+178.6%
+185.0%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +1.0% |
| 7D | +2.1% | +1.6% | +0.5% | +1.3% |
| 30D | -0.4% | +1.0% | -1.4% | -0.9% |
| 3M | +0.5% | +5.7% | -5.2% | -2.4% |
| 6M | -5.8% | +13.6% | -19.4% | -12.0% |
| YTD | +3.1% | +17.4% | -14.3% | -5.4% |
| 1Y | +8.1% | +25.1% | -17.0% | -3.9% |
| 3Y | +50.5% | +75.8% | -25.3% | +12.2% |
| 5Y | +44.7% | +55.4% | -10.7% | +13.5% |
| 10Y | +136.8% | +146.4% | -9.6% | +44.1% |
| All | +363.6% | +178.6% | +185.0% | +162.2% |
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 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