-68.9%
XYZ vs VXUS
+54.3%
-123.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -1.7% |
| 7D | -1.0% | +1.0% | -2.0% | -2.9% |
| 30D | -1.7% | +2.2% | -3.9% | -5.8% |
| 3M | +16.7% | +3.0% | +13.8% | +9.1% |
| 6M | +26.9% | +10.7% | +16.2% | +0.7% |
| YTD | +27.1% | +17.8% | +9.3% | -12.6% |
| 1Y | +9.3% | +27.6% | -18.3% | -37.1% |
| 3Y | +42.3% | +73.3% | -31.0% | -61.3% |
| All | -68.9% | +54.3% | -123.2% | -87.5% |
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