+16.5%
VXUS vs DHI
+9.6%
+6.9%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.1% | -6.1% | +0.6% |
| 7D | +0.2% | +9.8% | -9.6% | -1.6% |
| 30D | -2.3% | +17.8% | -20.1% | -5.3% |
| 3M | -2.8% | +4.7% | -7.5% | -3.8% |
| 6M | +2.6% | +10.0% | -7.4% | +0.3% |
| YTD | +12.0% | +10.0% | +2.0% | +8.2% |
| 1Y | +16.5% | +9.1% | +7.4% | +12.0% |
| All | +16.5% | +9.6% | +6.9% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 1y: compounded portfolio wealth divided by compounded DHI 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…
1y analysis · Full analysis span regression · 6 months rolling