+16.5%
VXUS vs DOW
+50.2%
-33.7%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.2% | +5.2% | +1.8% |
| 7D | +0.2% | -4.2% | +4.3% | -0.1% |
| 30D | -2.3% | +14.7% | -17.0% | -1.6% |
| 3M | -2.8% | +9.1% | -11.9% | -2.3% |
| 6M | +2.6% | -17.7% | +20.3% | +2.7% |
| YTD | +12.0% | +44.6% | -32.6% | +5.7% |
| 1Y | +16.5% | +51.9% | -35.4% | +9.0% |
| All | +16.5% | +50.2% | -33.7% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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