+1,616.9%
BE vs VXUS
+63.2%
+1,553.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.1% | +3.3% | +3.1% |
| 7D | -14.7% | -1.8% | -13.0% | -10.5% |
| 30D | -40.5% | -4.6% | -36.0% | -32.3% |
| 3M | -24.3% | -6.1% | -18.2% | -9.5% |
| 6M | -39.3% | -4.9% | -34.4% | -26.1% |
| YTD | +99.4% | +8.1% | +91.3% | +86.5% |
| 1Y | +26.6% | +12.1% | +14.5% | +11.2% |
| 3Y | +1,616.9% | +63.9% | +1,553.1% | +474.3% |
| All | +1,616.9% | +63.2% | +1,553.7% | +474.3% |
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