+183.8%
VXUS vs BBWI
+62.5%
+121.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.8% | -2.3% | +0.1% |
| 7D | +1.0% | +1.5% | -0.5% | +0.8% |
| 30D | +2.2% | -5.2% | +7.4% | +2.8% |
| 3M | +3.0% | +11.1% | -8.1% | +0.6% |
| 6M | +10.7% | -13.4% | +24.0% | +11.7% |
| YTD | +17.8% | +0.1% | +17.7% | +15.8% |
| 1Y | +27.6% | -36.1% | +63.7% | +33.4% |
| 3Y | +73.3% | -44.1% | +117.4% | +79.0% |
| 5Y | +54.3% | -66.2% | +120.6% | +67.8% |
| 10Y | +149.8% | -54.8% | +204.6% | +141.0% |
| All | +183.8% | +62.5% | +121.3% | +43.9% |
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