+212.0%
BA vs VXUS
+156.0%
+56.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.7% | +1.1% | +1.8% |
| 7D | -0.1% | -3.4% | +3.3% | +4.0% |
| 30D | -9.1% | -5.8% | -3.3% | -2.6% |
| 3M | -28.2% | -6.4% | -21.8% | -22.6% |
| 6M | -23.1% | -2.5% | -20.6% | -21.3% |
| YTD | -20.6% | +7.9% | -28.4% | -28.3% |
| 1Y | -12.7% | +11.5% | -24.2% | -24.3% |
| 3Y | -11.6% | +63.4% | -75.0% | -51.6% |
| 5Y | -23.1% | +42.9% | -66.1% | -49.7% |
| 10Y | +34.4% | +138.9% | -104.5% | -44.1% |
| All | +212.0% | +156.0% | +56.0% | +18.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling