+160.2%
VXUS vs BBWI
+77.9%
+82.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.3% | +3.4% | +0.6% |
| 7D | -1.8% | -6.2% | +4.4% | -0.8% |
| 30D | -4.6% | +19.9% | -24.5% | -7.4% |
| 3M | -6.1% | +7.1% | -13.2% | -7.7% |
| 6M | -4.9% | +13.7% | -18.6% | -7.9% |
| YTD | +8.1% | +9.6% | -1.5% | +4.3% |
| 1Y | +12.1% | -1.6% | +13.7% | +9.2% |
| 3Y | +63.9% | -25.9% | +89.7% | +61.2% |
| 5Y | +43.1% | -67.8% | +110.9% | +56.7% |
| 10Y | +139.2% | -43.5% | +182.7% | +116.9% |
| All | +160.2% | +77.9% | +82.4% | +29.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling