+69.6%
VXUS vs DE
+93.1%
-23.5%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.8% |
| 7D | -0.5% | +2.3% | -2.8% | -1.0% |
| 30D | -1.2% | +9.3% | -10.5% | -3.0% |
| 3M | -3.8% | +12.2% | -16.0% | -6.3% |
| 6M | -1.7% | +18.1% | -19.7% | -5.5% |
| YTD | +11.4% | +49.8% | -38.3% | +0.6% |
| 1Y | +13.3% | +46.4% | -33.1% | +2.8% |
| All | +69.6% | +93.1% | -23.5% | +41.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling