+146.3%
VXUS vs BAH
+199.5%
-53.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | +2.3% | -2.6% | +4.9% | +2.7% |
| 30D | -2.2% | +20.4% | -22.6% | -5.0% |
| 3M | -5.4% | +11.9% | -17.3% | -7.2% |
| 6M | -1.2% | +17.1% | -18.4% | -4.2% |
| YTD | +10.4% | +5.5% | +4.8% | +8.0% |
| 1Y | +11.8% | +5.6% | +6.2% | +9.3% |
| 3Y | +68.4% | -26.5% | +94.9% | +71.0% |
| 5Y | +45.9% | +6.5% | +39.4% | +32.9% |
| All | +146.3% | +199.5% | -53.3% | +84.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 10y: compounded portfolio wealth divided by compounded BAH 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…
10y analysis · Full analysis span regression · 6 months rolling