+72.6%
XYZ vs VXUS
+63.2%
+9.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.5% |
| 7D | +12.1% | -1.8% | +13.9% | +15.2% |
| 30D | +12.4% | -4.6% | +16.9% | +19.9% |
| 3M | +8.2% | -6.1% | +14.3% | +18.0% |
| 6M | +20.7% | -4.9% | +25.6% | +29.0% |
| YTD | +31.3% | +8.1% | +23.3% | +15.5% |
| 1Y | +20.5% | +12.1% | +8.4% | +0.2% |
| 3Y | +72.6% | +63.9% | +8.8% | -23.8% |
| All | +72.6% | +63.2% | +9.4% | -23.8% |
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 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