+374.6%
BAC vs VXUS
+156.4%
+218.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.9% |
| 7D | -1.2% | -1.8% | +0.6% | +0.9% |
| 30D | -7.7% | -4.6% | -3.1% | -2.5% |
| 3M | -21.2% | -6.1% | -15.1% | -15.3% |
| 6M | -6.8% | -4.9% | -2.0% | -2.4% |
| YTD | -8.7% | +8.1% | -16.8% | -18.7% |
| 1Y | -5.3% | +12.1% | -17.4% | -19.3% |
| 3Y | +87.4% | +63.9% | +23.6% | -1.4% |
| 5Y | +18.9% | +43.1% | -24.2% | -25.9% |
| 10Y | +273.3% | +139.2% | +134.1% | +23.8% |
| All | +374.6% | +156.4% | +218.2% | +33.8% |
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