+52.6%
VXUS vs DGX
+59.5%
-6.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.8% | +0.5% | -1.0% |
| 7D | -1.9% | -3.5% | +1.5% | -1.4% |
| 30D | -0.7% | -2.7% | +1.9% | -0.3% |
| 3M | +4.9% | +13.9% | -8.9% | +2.6% |
| 6M | +9.7% | +16.0% | -6.4% | +6.8% |
| YTD | +15.0% | +34.9% | -19.9% | +8.7% |
| 1Y | +22.4% | +30.6% | -8.1% | +16.3% |
| 3Y | +72.2% | +93.0% | -20.8% | +48.9% |
| 5Y | +52.6% | +64.4% | -11.8% | +31.5% |
| All | +52.6% | +59.5% | -6.9% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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