+160.2%
VXUS vs DRI
+809.2%
-649.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.2% | +0.4% |
| 7D | -1.8% | +2.8% | -4.6% | -2.5% |
| 30D | -4.6% | +13.3% | -17.8% | -7.6% |
| 3M | -6.1% | +8.2% | -14.3% | -8.2% |
| 6M | -4.9% | +17.5% | -22.4% | -9.3% |
| YTD | +8.1% | +26.9% | -18.9% | +0.6% |
| 1Y | +12.1% | +31.6% | -19.5% | +3.3% |
| 3Y | +63.9% | +67.0% | -3.1% | +39.5% |
| 5Y | +43.1% | +72.9% | -29.8% | +19.2% |
| 10Y | +139.2% | +371.3% | -232.1% | +35.3% |
| All | +160.2% | +809.2% | -649.0% | +6.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling