+515.1%
DIA vs VXUS
+163.7%
+351.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.8% | -0.7% | 0.0% |
| 7D | +0.8% | +0.8% | 0.0% | +0.2% |
| 30D | +1.4% | -1.9% | +3.3% | +2.9% |
| 3M | -2.7% | -4.4% | +1.7% | +0.7% |
| 6M | +6.2% | -2.0% | +8.2% | +7.4% |
| YTD | +10.1% | +11.1% | -1.0% | +0.5% |
| 1Y | +13.0% | +15.1% | -2.0% | +0.3% |
| 3Y | +61.9% | +70.4% | -8.6% | +4.6% |
| 5Y | +57.1% | +47.2% | +9.9% | +13.3% |
| 10Y | +240.9% | +142.3% | +98.6% | +68.5% |
| All | +515.1% | +163.7% | +351.4% | +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