+252.0%
DIS vs VXUS
+156.4%
+95.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.5% |
| 7D | +5.2% | -1.8% | +7.0% | +6.8% |
| 30D | +11.5% | -4.6% | +16.0% | +15.8% |
| 3M | +11.5% | -6.1% | +17.6% | +17.2% |
| 6M | +8.9% | -4.9% | +13.8% | +12.4% |
| YTD | +3.4% | +8.1% | -4.6% | -4.9% |
| 1Y | +7.2% | +12.1% | -4.9% | -4.5% |
| 3Y | +43.3% | +63.9% | -20.5% | -9.4% |
| 5Y | -31.4% | +43.1% | -74.6% | -51.0% |
| 10Y | +37.1% | +139.2% | -102.2% | -35.8% |
| All | +252.0% | +156.4% | +95.6% | +51.8% |
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 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