+253.4%
DIS vs VXUS
+156.0%
+97.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.7% | +2.2% | +1.6% |
| 7D | +5.7% | -3.4% | +9.1% | +8.8% |
| 30D | +12.7% | -5.8% | +18.5% | +18.4% |
| 3M | +15.2% | -6.4% | +21.6% | +21.5% |
| 6M | +17.6% | -2.5% | +20.1% | +18.9% |
| YTD | +3.8% | +7.9% | -4.1% | -4.4% |
| 1Y | +6.8% | +11.5% | -4.7% | -4.4% |
| 3Y | +42.1% | +63.4% | -21.3% | -9.9% |
| 5Y | -31.2% | +42.9% | -74.1% | -50.7% |
| 10Y | +37.6% | +138.9% | -101.3% | -35.5% |
| All | +253.4% | +156.0% | +97.4% | +52.6% |
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