-10.6%
BA vs VXUS
+63.0%
-73.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.7% | +1.1% | +1.2% |
| 7D | -0.1% | -3.4% | +3.3% | +3.4% |
| 30D | -9.1% | -5.8% | -3.3% | -3.5% |
| 3M | -28.2% | -6.4% | -21.8% | -23.3% |
| 6M | -23.1% | -2.5% | -20.6% | -21.6% |
| YTD | -20.6% | +7.9% | -28.4% | -28.0% |
| 1Y | -12.7% | +11.5% | -24.2% | -23.9% |
| All | -10.6% | +63.0% | -73.6% | -46.6% |
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