+76.4%
VXUS vs DLR
+59.3%
+17.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | +1.0% | +1.6% | -0.6% | +0.6% |
| 30D | +2.2% | -3.4% | +5.6% | +3.0% |
| 3M | +3.0% | +0.5% | +2.5% | +2.5% |
| 6M | +10.7% | +4.6% | +6.1% | +9.1% |
| YTD | +17.8% | +23.4% | -5.6% | +11.7% |
| 1Y | +27.6% | +19.0% | +8.5% | +21.7% |
| All | +76.4% | +59.3% | +17.1% | +55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 3y: compounded portfolio wealth divided by compounded DLR 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…
3y analysis · Full analysis span regression · 6 months rolling