+526.1%
DIA vs VXUS
+179.6%
+346.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.9% |
| 7D | -0.2% | +1.0% | -1.2% | -1.0% |
| 30D | -1.5% | +2.2% | -3.7% | -3.2% |
| 3M | +3.8% | +3.0% | +0.8% | +1.1% |
| 6M | +10.3% | +10.7% | -0.4% | +1.3% |
| YTD | +12.1% | +17.8% | -5.8% | -2.2% |
| 1Y | +18.6% | +27.6% | -8.9% | -2.8% |
| 3Y | +60.6% | +73.3% | -12.7% | +2.5% |
| 5Y | +64.4% | +54.3% | +10.1% | +14.4% |
| 10Y | +250.1% | +149.8% | +100.3% | +68.5% |
| All | +526.1% | +179.6% | +346.5% | +171.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling