+1,227.8%
BE vs VXUS
+54.3%
+1,173.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.1% | -1.1% |
| 7D | +23.9% | +0.3% | +23.6% | +23.3% |
| 30D | +27.8% | +0.7% | +27.2% | +26.7% |
| 3M | +3.7% | +4.8% | -1.0% | -2.3% |
| 6M | +78.0% | +11.3% | +66.6% | +47.1% |
| YTD | +209.9% | +16.5% | +193.4% | +134.7% |
| 1Y | +389.6% | +24.3% | +365.3% | +231.2% |
| 3Y | +1,730.6% | +74.5% | +1,656.1% | +512.0% |
| 5Y | +1,227.8% | +54.3% | +1,173.5% | +557.0% |
| All | +1,227.8% | +54.3% | +1,173.5% | +557.0% |
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