+32.9%
DIS vs VXUS
+146.5%
-113.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.6% | -0.5% |
| 7D | +0.6% | -0.5% | +1.1% | +1.0% |
| 30D | +10.3% | -1.2% | +11.5% | +11.3% |
| 3M | +15.6% | -3.8% | +19.4% | +19.3% |
| 6M | +15.1% | -1.7% | +16.8% | +15.6% |
| YTD | +6.0% | +11.4% | -5.4% | -6.1% |
| 1Y | +5.7% | +13.3% | -7.6% | -7.9% |
| 3Y | +39.8% | +70.0% | -30.2% | -19.1% |
| 5Y | -23.9% | +48.1% | -72.0% | -49.4% |
| 10Y | +32.9% | +147.1% | -114.1% | -37.8% |
| All | +32.9% | +146.5% | -113.6% | -37.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling