+167.6%
VXUS vs BBWI
+81.2%
+86.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.9% | +1.0% | +2.6% |
| 7D | +0.8% | -6.2% | +6.9% | +1.7% |
| 30D | -1.9% | +25.5% | -27.4% | -5.4% |
| 3M | -4.4% | +8.0% | -12.4% | -6.1% |
| 6M | -2.0% | +12.7% | -14.7% | -5.0% |
| YTD | +11.1% | +11.6% | -0.5% | +7.0% |
| 1Y | +15.1% | -0.9% | +16.0% | +11.9% |
| 3Y | +70.4% | -22.7% | +93.1% | +66.6% |
| 5Y | +47.2% | -67.2% | +114.4% | +60.7% |
| 10Y | +142.3% | -43.7% | +186.0% | +120.8% |
| All | +167.6% | +81.2% | +86.4% | +32.9% |
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