+147.3%
VXUS vs DE
+863.9%
-716.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.1% |
| 7D | -1.4% | -2.6% | +1.1% | -0.7% |
| 30D | -0.5% | +9.0% | -9.5% | -3.3% |
| 3M | +2.6% | +19.1% | -16.6% | -3.3% |
| 6M | +10.9% | +14.4% | -3.5% | +5.5% |
| YTD | +16.1% | +45.9% | -29.8% | +1.7% |
| 1Y | +22.3% | +43.6% | -21.3% | +7.3% |
| 3Y | +72.0% | +75.9% | -3.9% | +38.7% |
| 5Y | +54.1% | +98.8% | -44.6% | +15.4% |
| All | +147.3% | +863.9% | -716.6% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 10y: compounded portfolio wealth divided by compounded DE 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…
10y analysis · Full analysis span regression · 6 months rolling