-10.8%
BA vs VXUS
+69.1%
-79.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.4% | -3.4% |
| 7D | -1.7% | +0.8% | -2.5% | -2.6% |
| 30D | -9.5% | -1.9% | -7.6% | -7.9% |
| 3M | -26.5% | -4.4% | -22.1% | -23.2% |
| 6M | -27.4% | -2.0% | -25.4% | -26.3% |
| YTD | -20.6% | +11.1% | -31.7% | -30.2% |
| 1Y | -11.4% | +15.1% | -26.5% | -25.2% |
| 3Y | -10.8% | +70.4% | -81.3% | -47.9% |
| All | -10.8% | +69.1% | -79.9% | -47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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