+46.1%
VXUS vs DAR
-27.0%
+73.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.2% | -0.2% |
| 7D | +2.1% | +11.6% | -9.4% | +0.3% |
| 30D | -1.1% | -10.2% | +9.1% | +0.5% |
| 3M | -5.6% | -14.8% | +9.2% | -3.4% |
| 6M | -2.3% | -10.1% | +7.8% | -1.1% |
| YTD | +10.4% | +55.5% | -45.2% | +0.8% |
| 1Y | +13.1% | +61.7% | -48.6% | +2.4% |
| 3Y | +68.0% | +37.2% | +30.8% | +51.9% |
| All | +46.1% | -27.0% | +73.1% | +50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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