+58.8%
XOM vs VXUS
+73.0%
-14.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.8% | +3.0% | +2.3% |
| 7D | 0.0% | +0.3% | -0.2% | 0.0% |
| 30D | +3.4% | +0.7% | +2.8% | +3.3% |
| 3M | +11.0% | +4.8% | +6.2% | +9.9% |
| 6M | +10.6% | +11.3% | -0.7% | +7.2% |
| YTD | +39.2% | +16.5% | +22.7% | +31.8% |
| 1Y | +52.7% | +24.3% | +28.5% | +40.2% |
| All | +58.8% | +73.0% | -14.2% | +23.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling