+18.8%
BX vs VXUS
+54.3%
-35.5%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.8% | -2.9% | -2.5% |
| 7D | -5.7% | +0.3% | -6.0% | -6.0% |
| 30D | -8.9% | +0.7% | -9.6% | -9.8% |
| 3M | +8.4% | +4.8% | +3.6% | +0.6% |
| 6M | +18.9% | +11.3% | +7.6% | -0.4% |
| YTD | -13.6% | +16.5% | -30.1% | -33.1% |
| 1Y | -22.4% | +24.3% | -46.7% | -46.0% |
| 3Y | +26.0% | +74.5% | -48.5% | -50.7% |
| 5Y | +18.8% | +54.3% | -35.6% | -38.2% |
| All | +18.8% | +54.3% | -35.5% | -38.2% |
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 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