+516.4%
DIA vs VXUS
+164.4%
+352.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | -0.2% |
| 7D | -1.6% | -0.5% | -1.1% | -1.2% |
| 30D | +1.3% | -1.2% | +2.5% | +2.2% |
| 3M | -2.1% | -3.8% | +1.8% | +0.9% |
| 6M | +6.2% | -1.7% | +7.9% | +7.1% |
| YTD | +10.3% | +11.4% | -1.1% | +0.5% |
| 1Y | +11.0% | +13.3% | -2.3% | -0.3% |
| 3Y | +60.4% | +70.0% | -9.6% | +3.8% |
| 5Y | +59.1% | +48.1% | +11.0% | +14.2% |
| 10Y | +237.1% | +147.1% | +90.0% | +64.4% |
| All | +516.4% | +164.4% | +352.0% | +178.6% |
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