+76.4%
VXUS vs BN
+85.7%
-9.4%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +1.0% | -2.5% | +3.5% | +1.9% |
| 30D | +2.2% | -9.5% | +11.7% | +5.6% |
| 3M | +3.0% | -10.4% | +13.3% | +6.7% |
| 6M | +10.7% | -6.4% | +17.0% | +12.6% |
| YTD | +17.8% | -11.9% | +29.7% | +21.9% |
| 1Y | +27.6% | -8.6% | +36.2% | +30.0% |
| All | +76.4% | +85.7% | -9.4% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 3y: compounded portfolio wealth divided by compounded BN 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…
3y analysis · Full analysis span regression · 6 months rolling