+1,577.3%
BX vs VXUS
+161.9%
+1,415.4%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -1.6% |
| 7D | -1.1% | +2.3% | -3.4% | -3.9% |
| 30D | +8.8% | -2.2% | +11.0% | +12.0% |
| 3M | -18.3% | -5.4% | -12.9% | -12.2% |
| 6M | -1.5% | -1.2% | -0.3% | -0.4% |
| YTD | -19.9% | +10.4% | -30.3% | -30.3% |
| 1Y | -14.5% | +11.8% | -26.3% | -26.9% |
| 3Y | +32.3% | +68.4% | -36.1% | -32.9% |
| 5Y | -1.1% | +45.9% | -47.0% | -37.3% |
| 10Y | +657.8% | +144.7% | +513.1% | +160.1% |
| All | +1,577.3% | +161.9% | +1,415.4% | +436.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling