+621.5%
XYZ vs VXUS
+146.5%
+475.0%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.8% | -1.5% |
| 7D | -2.2% | -0.5% | -1.7% | -1.3% |
| 30D | +11.6% | -1.2% | +12.8% | +14.3% |
| 3M | +8.4% | -3.8% | +12.2% | +16.5% |
| 6M | +17.2% | -1.7% | +18.8% | +19.7% |
| YTD | +31.7% | +11.4% | +20.3% | +5.6% |
| 1Y | +30.1% | +13.3% | +16.7% | +1.0% |
| 3Y | +66.4% | +70.0% | -3.5% | -40.2% |
| 5Y | -62.2% | +48.1% | -110.2% | -80.5% |
| 10Y | +621.5% | +147.1% | +474.5% | +93.8% |
| All | +621.5% | +146.5% | +475.0% | +93.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling