+37.4%
BX vs VXUS
+70.6%
-33.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.4% | -1.5% |
| 7D | -2.8% | -0.5% | -2.3% | -2.2% |
| 30D | +7.3% | -1.2% | +8.5% | +8.8% |
| 3M | -16.3% | -3.8% | -12.5% | -12.4% |
| 6M | +2.5% | -1.7% | +4.2% | +4.1% |
| YTD | -17.6% | +11.4% | -29.0% | -29.1% |
| 1Y | -12.4% | +13.3% | -25.7% | -26.4% |
| All | +37.4% | +70.6% | -33.2% | -36.2% |
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