+211.6%
XOM vs VXUS
+45.4%
+166.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +2.8% | +2.1% | +0.7% | +2.1% |
| 30D | -3.6% | -1.1% | -2.5% | -3.4% |
| 3M | +8.2% | -5.6% | +13.9% | +10.2% |
| 6M | +14.0% | -2.3% | +16.3% | +14.0% |
| YTD | +44.6% | +10.4% | +34.3% | +35.0% |
| 1Y | +47.8% | +13.1% | +34.7% | +36.0% |
| 3Y | +79.6% | +68.0% | +11.6% | +29.5% |
| All | +211.6% | +45.4% | +166.2% | +143.5% |
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