+47.2%
VXUS vs DOW
-30.5%
+77.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.4% | +4.2% | +3.1% |
| 7D | +0.8% | -9.4% | +10.2% | +2.6% |
| 30D | -1.9% | +8.9% | -10.8% | -3.6% |
| 3M | -4.4% | +6.7% | -11.1% | -6.0% |
| 6M | -2.0% | -14.2% | +12.2% | +0.5% |
| YTD | +11.1% | +36.9% | -25.8% | -1.2% |
| 1Y | +15.1% | +45.8% | -30.7% | +0.2% |
| 3Y | +70.4% | -23.9% | +94.3% | +78.9% |
| 5Y | +47.2% | -30.8% | +77.9% | +57.8% |
| All | +47.2% | -30.5% | +77.6% | +57.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling