+1,626.4%
BX vs VXUS
+164.4%
+1,462.0%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.4% | -1.6% |
| 7D | -2.8% | -0.5% | -2.3% | -2.2% |
| 30D | +7.3% | -1.2% | +8.5% | +8.9% |
| 3M | -16.3% | -3.8% | -12.5% | -12.0% |
| 6M | +2.5% | -1.7% | +4.2% | +4.1% |
| YTD | -17.6% | +11.4% | -29.0% | -29.2% |
| 1Y | -12.4% | +13.3% | -25.7% | -26.4% |
| 3Y | +36.2% | +70.0% | -33.8% | -31.8% |
| 5Y | +3.0% | +48.1% | -45.1% | -35.9% |
| 10Y | +680.0% | +147.1% | +532.9% | +164.5% |
| All | +1,626.4% | +164.4% | +1,462.0% | +445.7% |
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