+96.4%
VXUS vs DOW
-5.2%
+101.6%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.9% | -2.8% | -1.4% |
| 7D | +2.3% | +3.7% | -1.4% | +1.3% |
| 30D | -2.2% | +16.3% | -18.5% | -6.2% |
| 3M | -5.4% | +9.7% | -15.1% | -8.1% |
| 6M | -1.2% | -14.1% | +12.8% | +2.0% |
| YTD | +10.4% | +46.6% | -36.2% | -5.0% |
| 1Y | +11.8% | +56.8% | -45.0% | -6.0% |
| 3Y | +68.4% | -20.4% | +88.8% | +71.0% |
| 5Y | +45.9% | -27.4% | +73.3% | +50.9% |
| All | +96.4% | -5.2% | +101.6% | +60.7% |
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