-23.9%
DIS vs VXUS
+48.1%
-71.9%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.6% | -0.4% |
| 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% | +19.0% |
| 6M | +15.1% | -1.7% | +16.8% | +15.5% |
| YTD | +6.0% | +11.4% | -5.4% | -6.0% |
| 1Y | +5.7% | +13.3% | -7.6% | -7.7% |
| 3Y | +39.8% | +70.0% | -30.2% | -20.9% |
| 5Y | -23.9% | +48.1% | -72.0% | -50.6% |
| All | -23.9% | +48.1% | -71.9% | -50.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling