+63.9%
VXUS vs DLR
+44.1%
+19.7%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -1.8% | -3.6% | +1.8% | -0.9% |
| 30D | -4.6% | -3.5% | -1.1% | -3.8% |
| 3M | -6.1% | -8.9% | +2.8% | -4.1% |
| 6M | -4.9% | -11.6% | +6.7% | -2.3% |
| YTD | +8.1% | +14.9% | -6.8% | +4.2% |
| 1Y | +12.1% | +6.4% | +5.7% | +9.9% |
| 3Y | +63.9% | +47.3% | +16.6% | +45.8% |
| All | +63.9% | +44.1% | +19.7% | +45.8% |
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