+42.7%
VXUS vs BN
+29.3%
+13.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.1% | +0.5% |
| 7D | -1.8% | +5.3% | -7.1% | -3.8% |
| 30D | -4.6% | +11.9% | -16.5% | -8.7% |
| 3M | -6.1% | -5.7% | -0.3% | -4.2% |
| 6M | -4.9% | -10.6% | +5.7% | -1.2% |
| YTD | +8.1% | -9.4% | +17.4% | +11.0% |
| 1Y | +12.1% | -8.8% | +20.9% | +14.7% |
| 3Y | +63.9% | +95.6% | -31.8% | +19.9% |
| All | +42.7% | +29.3% | +13.3% | +19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling