+30.8%
BX vs VXUS
+75.9%
-45.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.2% |
| 7D | -2.0% | +1.6% | -3.5% | -3.8% |
| 30D | -2.3% | +1.0% | -3.3% | -3.5% |
| 3M | +18.5% | +5.7% | +12.9% | +10.5% |
| 6M | +23.7% | +13.6% | +10.1% | +4.6% |
| YTD | -10.4% | +17.4% | -27.8% | -27.9% |
| 1Y | -19.6% | +25.1% | -44.6% | -40.9% |
| 3Y | +30.8% | +75.8% | -45.0% | -44.3% |
| All | +30.8% | +75.9% | -45.1% | -44.3% |
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