+72.5%
VXUS vs DG
+4.6%
+67.9%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.8% | -0.6% |
| 7D | +0.3% | -4.8% | +5.1% | +0.5% |
| 30D | +0.7% | +1.8% | -1.1% | +0.6% |
| 3M | +4.8% | +14.5% | -9.7% | +3.9% |
| 6M | +11.3% | -13.6% | +24.9% | +11.8% |
| YTD | +16.5% | -4.8% | +21.4% | +16.6% |
| 1Y | +24.3% | +21.6% | +2.7% | +23.2% |
| All | +72.5% | +4.6% | +67.9% | +71.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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