+180.6%
VXUS vs DHI
+1,185.6%
-1,005.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.8% |
| 7D | +0.3% | -2.3% | +2.6% | +0.9% |
| 30D | +0.7% | -5.3% | +5.9% | +1.9% |
| 3M | +4.8% | -7.8% | +12.5% | +6.5% |
| 6M | +11.3% | -5.4% | +16.7% | +12.1% |
| YTD | +16.5% | -2.7% | +19.2% | +16.1% |
| 1Y | +24.3% | -21.0% | +45.2% | +30.0% |
| 3Y | +74.5% | +22.2% | +52.3% | +57.8% |
| 5Y | +54.3% | +62.2% | -7.8% | +25.7% |
| 10Y | +150.1% | +414.3% | -264.2% | +37.2% |
| All | +180.6% | +1,185.6% | -1,005.0% | -2.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling