+39.3%
DIS vs VXUS
+69.4%
-30.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.7% | +0.5% |
| 7D | +4.4% | +0.5% | +3.9% | +4.1% |
| 30D | +10.3% | -2.5% | +12.9% | +11.9% |
| 3M | +15.5% | -4.6% | +20.2% | +18.5% |
| 6M | +11.2% | -2.6% | +13.8% | +12.2% |
| YTD | +5.6% | +10.4% | -4.8% | -2.6% |
| 1Y | +7.7% | +12.9% | -5.1% | -2.2% |
| 3Y | +39.3% | +68.4% | -29.1% | -3.7% |
| All | +39.3% | +69.4% | -30.1% | -3.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling