+47.2%
VXUS vs BAX
-63.0%
+110.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.4% | +0.4% | +2.5% |
| 7D | +0.8% | +9.0% | -8.3% | -0.6% |
| 30D | -1.9% | +8.5% | -10.3% | -3.2% |
| 3M | -4.4% | -4.1% | -0.3% | -4.0% |
| 6M | -2.0% | +46.9% | -48.9% | -8.4% |
| YTD | +11.1% | +38.4% | -27.3% | +4.0% |
| 1Y | +15.1% | +47.0% | -31.9% | +6.5% |
| 3Y | +70.4% | -14.9% | +85.4% | +69.4% |
| 5Y | +47.2% | -62.5% | +109.7% | +71.5% |
| All | +47.2% | -63.0% | +110.1% | +71.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling