+144.8%
VXUS vs BDX
+58.0%
+86.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.6% | -0.8% |
| 7D | -1.9% | -5.4% | +3.5% | -0.5% |
| 30D | -0.7% | -2.2% | +1.4% | -0.2% |
| 3M | +4.9% | +20.1% | -15.1% | -0.5% |
| 6M | +9.7% | +9.1% | +0.6% | +6.6% |
| YTD | +15.0% | +17.9% | -2.9% | +9.2% |
| 1Y | +22.4% | +22.1% | +0.4% | +14.9% |
| 3Y | +72.2% | -10.5% | +82.8% | +74.5% |
| 5Y | +52.6% | -2.6% | +55.2% | +48.7% |
| All | +144.8% | +58.0% | +86.8% | +107.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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