+261.8%
XOM vs VXUS
+54.3%
+207.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.8% | +3.0% | +2.5% |
| 7D | 0.0% | +0.3% | -0.2% | -0.1% |
| 30D | +3.4% | +0.7% | +2.8% | +3.1% |
| 3M | +11.0% | +4.8% | +6.2% | +8.5% |
| 6M | +10.6% | +11.3% | -0.7% | +4.2% |
| YTD | +39.2% | +16.5% | +22.7% | +27.5% |
| 1Y | +52.7% | +24.3% | +28.5% | +34.7% |
| 3Y | +56.8% | +74.5% | -17.7% | +11.5% |
| 5Y | +261.8% | +54.3% | +207.5% | +178.1% |
| All | +261.8% | +54.3% | +207.5% | +178.1% |
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