+147.3%
VXUS vs DHI
+414.5%
-267.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.7% | +0.6% |
| 7D | -1.4% | -3.4% | +2.0% | -0.6% |
| 30D | -0.5% | -5.4% | +5.0% | +0.8% |
| 3M | +2.6% | -10.4% | +13.0% | +4.9% |
| 6M | +10.9% | -2.8% | +13.6% | +10.9% |
| YTD | +16.1% | -3.4% | +19.6% | +16.0% |
| 1Y | +22.3% | -22.9% | +45.2% | +28.4% |
| 3Y | +72.0% | +20.7% | +51.3% | +56.5% |
| 5Y | +54.1% | +62.1% | -8.0% | +26.0% |
| All | +147.3% | +414.5% | -267.2% | +44.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling