+14.1%
XYZ vs VXUS
-1.3%
+15.4%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.0% |
| 7D | -2.1% | +2.3% | -4.4% | -4.5% |
| 30D | +7.0% | -2.2% | +9.2% | +9.5% |
| 3M | +5.1% | -5.4% | +10.5% | +10.8% |
| 6M | +14.1% | -1.2% | +15.3% | +15.5% |
| All | +14.1% | -1.3% | +15.4% | +15.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling