+142.2%
VXUS vs BEN
+55.0%
+87.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.8% | -1.0% |
| 7D | +0.5% | +12.1% | -11.6% | -3.1% |
| 30D | -2.5% | +13.4% | -16.0% | -6.4% |
| 3M | -4.6% | +9.4% | -14.0% | -7.4% |
| 6M | -2.6% | +19.3% | -21.9% | -8.2% |
| YTD | +10.4% | +57.3% | -46.9% | -4.9% |
| 1Y | +12.9% | +69.1% | -56.2% | -5.0% |
| 3Y | +68.4% | +85.6% | -17.2% | +33.7% |
| 5Y | +47.7% | +32.9% | +14.7% | +27.7% |
| 10Y | +142.2% | +58.3% | +83.9% | +82.0% |
| All | +142.2% | +55.0% | +87.3% | +82.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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