+633.1%
DELL vs VXUS
+48.1%
+585.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +0.9% | +10.8% | +10.4% |
| 7D | +0.4% | -0.5% | +0.9% | +1.9% |
| 30D | -35.1% | -1.2% | -33.9% | -33.4% |
| 3M | -15.1% | -3.8% | -11.3% | -9.1% |
| 6M | +51.7% | -1.7% | +53.4% | +58.7% |
| YTD | +200.0% | +11.4% | +188.6% | +167.2% |
| 1Y | +172.1% | +13.3% | +158.8% | +137.7% |
| 3Y | +431.2% | +70.0% | +361.2% | +187.1% |
| 5Y | +633.1% | +48.1% | +585.0% | +336.8% |
| All | +633.1% | +48.1% | +585.0% | +336.8% |
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 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