+54.4%
VXUS vs D
+5.6%
+48.8%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | +1.0% | +1.5% | -0.4% | +0.8% |
| 30D | +2.2% | -2.6% | +4.8% | +2.7% |
| 3M | +3.0% | 0.0% | +3.0% | +2.9% |
| 6M | +10.7% | +7.4% | +3.3% | +8.9% |
| YTD | +17.8% | +15.9% | +2.0% | +14.3% |
| 1Y | +27.6% | +18.1% | +9.5% | +23.1% |
| 3Y | +73.3% | +58.4% | +14.9% | +56.2% |
| All | +54.4% | +5.6% | +48.8% | +49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling