-21.9%
BA vs VXUS
+46.7%
-68.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.8% | -3.4% | -3.9% |
| 7D | -1.7% | +0.8% | -2.5% | -2.8% |
| 30D | -9.5% | -1.9% | -7.6% | -7.7% |
| 3M | -26.5% | -4.4% | -22.1% | -22.8% |
| 6M | -27.4% | -2.0% | -25.4% | -26.2% |
| YTD | -20.6% | +11.1% | -31.7% | -31.3% |
| 1Y | -11.4% | +15.1% | -26.5% | -26.7% |
| 3Y | -10.8% | +70.4% | -81.3% | -55.9% |
| 5Y | -21.9% | +47.2% | -69.1% | -47.9% |
| All | -21.9% | +46.7% | -68.6% | -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 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