+104.6%
VXUS vs DOW
-15.2%
+119.9%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.5% |
| 7D | -1.9% | -2.4% | +0.5% | -1.3% |
| 30D | -0.7% | -4.1% | +3.3% | +0.2% |
| 3M | +4.9% | -12.4% | +17.4% | +8.1% |
| 6M | +9.7% | -10.6% | +20.3% | +10.5% |
| YTD | +15.0% | +31.1% | -16.1% | +2.3% |
| 1Y | +22.4% | +30.5% | -8.1% | +8.0% |
| 3Y | +72.2% | -34.4% | +106.6% | +85.8% |
| 5Y | +52.6% | -35.5% | +88.1% | +63.1% |
| All | +104.6% | -15.2% | +119.9% | +72.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling