+55.4%
VXUS vs BAX
-67.0%
+122.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.8% | +3.4% | +0.2% |
| 7D | +1.6% | -2.4% | +4.0% | +2.0% |
| 30D | +1.0% | -9.7% | +10.7% | +2.6% |
| 3M | +5.7% | +29.3% | -23.6% | +1.0% |
| 6M | +13.6% | +40.7% | -27.1% | +6.8% |
| YTD | +17.4% | +30.3% | -12.9% | +11.2% |
| 1Y | +25.1% | +3.4% | +21.7% | +22.5% |
| 3Y | +75.8% | -32.0% | +107.9% | +81.4% |
| 5Y | +55.4% | -66.9% | +122.2% | +82.9% |
| All | +55.4% | -67.0% | +122.4% | +82.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BAX 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling