+97.7%
VXUS vs DOW
-11.5%
+109.2%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.4% | +4.2% | +3.2% |
| 7D | +0.8% | -9.4% | +10.2% | +3.3% |
| 30D | -1.9% | +8.9% | -10.8% | -4.3% |
| 3M | -4.4% | +6.7% | -11.1% | -6.5% |
| 6M | -2.0% | -14.2% | +12.2% | +1.1% |
| YTD | +11.1% | +36.9% | -25.8% | -2.6% |
| 1Y | +15.1% | +45.8% | -30.7% | -1.4% |
| 3Y | +70.4% | -23.9% | +94.3% | +74.7% |
| 5Y | +47.2% | -30.8% | +77.9% | +53.9% |
| All | +97.7% | -11.5% | +109.2% | +64.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling