+75.8%
VXUS vs DOW
-35.3%
+111.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.4% |
| 7D | +1.6% | -2.9% | +4.5% | +1.9% |
| 30D | +1.0% | +2.0% | -1.0% | +0.6% |
| 3M | +5.7% | -12.5% | +18.2% | +7.4% |
| 6M | +13.6% | -9.2% | +22.8% | +13.2% |
| YTD | +17.4% | +30.8% | -13.4% | +8.1% |
| 1Y | +25.1% | +29.4% | -4.3% | +14.9% |
| 3Y | +75.8% | -34.6% | +110.4% | +90.4% |
| All | +75.8% | -35.3% | +111.1% | +90.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling