+146.2%
VXUS vs BBWI
-47.4%
+193.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.2% |
| 7D | +2.1% | +0.1% | +2.0% | +2.1% |
| 30D | -1.1% | +12.9% | -14.0% | -2.8% |
| 3M | -5.6% | +16.0% | -21.6% | -7.9% |
| 6M | -2.3% | +16.6% | -18.9% | -5.1% |
| YTD | +10.4% | +9.7% | +0.6% | +7.2% |
| 1Y | +13.1% | +1.5% | +11.6% | +10.2% |
| 3Y | +68.0% | -21.4% | +89.4% | +64.8% |
| 5Y | +45.8% | -67.6% | +113.4% | +56.6% |
| All | +146.2% | -47.4% | +193.6% | +109.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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