+183.8%
VXUS vs BDX
+277.5%
-93.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +1.0% |
| 7D | +1.0% | -2.5% | +3.5% | +1.9% |
| 30D | +2.2% | +8.3% | -6.1% | -0.7% |
| 3M | +3.0% | +24.4% | -21.4% | -5.3% |
| 6M | +10.7% | +9.2% | +1.5% | +6.5% |
| YTD | +17.8% | +22.7% | -4.9% | +8.3% |
| 1Y | +27.6% | +25.9% | +1.7% | +15.9% |
| 3Y | +73.3% | -10.5% | +83.8% | +76.0% |
| 5Y | +54.3% | +1.9% | +52.4% | +45.8% |
| 10Y | +149.8% | +58.7% | +91.1% | +71.7% |
| All | +183.8% | +277.5% | -93.7% | -4.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling