+47.9%
XOM vs VXUS
+12.1%
+35.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.8% | +1.4% |
| 7D | +2.7% | +2.3% | +0.4% | +3.8% |
| 30D | -2.5% | -2.2% | -0.2% | -3.3% |
| 3M | +7.0% | -5.4% | +12.4% | +4.6% |
| 6M | +14.2% | -1.2% | +15.5% | +14.1% |
| YTD | +43.9% | +10.4% | +33.5% | +44.3% |
| 1Y | +47.9% | +11.8% | +36.1% | +48.3% |
| All | +47.9% | +12.1% | +35.8% | +48.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling