-22.1%
BA vs VXUS
+42.8%
-64.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.3% |
| 7D | +1.1% | -1.8% | +2.8% | +3.1% |
| 30D | -7.9% | -4.6% | -3.4% | -2.9% |
| 3M | -25.3% | -6.1% | -19.2% | -19.9% |
| 6M | -24.6% | -4.9% | -19.7% | -20.5% |
| YTD | -20.1% | +8.1% | -28.2% | -28.5% |
| 1Y | -11.8% | +12.1% | -23.8% | -24.7% |
| 3Y | -10.1% | +63.9% | -74.0% | -53.4% |
| All | -22.1% | +42.8% | -64.9% | -45.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling