+668.7%
BX vs VXUS
+146.7%
+522.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.8% | -2.9% | -2.6% |
| 7D | -5.7% | +0.3% | -6.0% | -6.0% |
| 30D | -8.9% | +0.7% | -9.6% | -9.7% |
| 3M | +8.4% | +4.8% | +3.6% | +1.4% |
| 6M | +18.9% | +11.3% | +7.6% | +1.8% |
| YTD | -13.6% | +16.5% | -30.1% | -30.7% |
| 1Y | -22.4% | +24.3% | -46.7% | -43.1% |
| 3Y | +26.0% | +74.5% | -48.5% | -41.6% |
| 5Y | +18.8% | +54.3% | -35.6% | -33.0% |
| 10Y | +668.7% | +150.1% | +518.6% | +144.3% |
| All | +668.7% | +146.7% | +522.1% | +144.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling