+146.3%
VXUS vs BB
+24.8%
+121.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.0% | +2.0% | -0.6% |
| 7D | +2.3% | +9.0% | -6.7% | +1.3% |
| 30D | -2.2% | +7.7% | -9.9% | -3.2% |
| 3M | -5.4% | +4.0% | -9.4% | -6.3% |
| 6M | -1.2% | +46.6% | -47.9% | -6.8% |
| YTD | +10.4% | +140.6% | -130.3% | -1.9% |
| 1Y | +11.8% | +103.1% | -91.3% | +1.1% |
| 3Y | +68.4% | +150.5% | -82.2% | +43.5% |
| 5Y | +45.9% | -15.4% | +61.3% | +36.0% |
| All | +146.3% | +24.8% | +121.5% | +85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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