+55.4%
VXUS vs BIDU
-44.5%
+99.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -7.0% | +6.6% | +0.8% |
| 7D | +1.6% | -2.4% | +4.0% | +1.9% |
| 30D | +1.0% | -15.6% | +16.6% | +3.7% |
| 3M | +5.7% | -22.3% | +27.9% | +9.8% |
| 6M | +13.6% | -22.3% | +35.8% | +17.5% |
| YTD | +17.4% | -29.2% | +46.6% | +22.9% |
| 1Y | +25.1% | -14.8% | +39.9% | +25.8% |
| 3Y | +75.8% | -31.8% | +107.6% | +79.2% |
| 5Y | +55.4% | -43.1% | +98.5% | +56.0% |
| All | +55.4% | -44.5% | +99.8% | +56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 5y: compounded portfolio wealth divided by compounded BIDU 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…
5y analysis · Full analysis span regression · 6 months rolling