+55.4%
VXUS vs DG
-37.3%
+92.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.0% | +3.6% | -0.1% |
| 7D | +1.6% | -2.5% | +4.0% | +1.7% |
| 30D | +1.0% | +1.0% | 0.0% | +0.9% |
| 3M | +5.7% | +20.3% | -14.7% | +4.1% |
| 6M | +13.6% | -11.7% | +25.3% | +14.3% |
| YTD | +17.4% | -2.3% | +19.7% | +17.3% |
| 1Y | +25.1% | +20.0% | +5.1% | +23.1% |
| 3Y | +75.8% | +7.2% | +68.6% | +72.4% |
| 5Y | +55.4% | -37.9% | +93.3% | +58.3% |
| All | +55.4% | -37.3% | +92.6% | +58.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling