+1,103.1%
DELL vs VXUS
+55.5%
+1,047.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.2% | +2.4% |
| 7D | +25.6% | +1.6% | +24.0% | +23.2% |
| 30D | +17.7% | +1.0% | +16.7% | +16.4% |
| 3M | +33.4% | +5.7% | +27.8% | +24.9% |
| 6M | +266.2% | +13.6% | +252.6% | +213.4% |
| YTD | +328.0% | +17.4% | +310.6% | +251.4% |
| 1Y | +339.6% | +25.1% | +314.5% | +233.8% |
| 3Y | +694.6% | +75.8% | +618.8% | +307.1% |
| All | +1,103.1% | +55.5% | +1,047.6% | +565.1% |
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