+54.4%
VXUS vs DRI
+72.9%
-18.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.6% |
| 7D | +1.0% | +0.6% | +0.4% | +0.9% |
| 30D | +2.2% | +3.8% | -1.6% | +1.2% |
| 3M | +3.0% | +13.0% | -10.0% | -0.4% |
| 6M | +10.7% | +8.3% | +2.3% | +8.0% |
| YTD | +17.8% | +20.6% | -2.8% | +11.5% |
| 1Y | +27.6% | +6.5% | +21.1% | +24.5% |
| 3Y | +73.3% | +53.7% | +19.6% | +49.9% |
| All | +54.4% | +72.9% | -18.5% | +24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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