+183.8%
VXUS vs BN
+639.9%
-456.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +1.0% | -2.5% | +3.5% | +2.1% |
| 30D | +2.2% | -9.5% | +11.7% | +6.8% |
| 3M | +3.0% | -10.4% | +13.3% | +8.0% |
| 6M | +10.7% | -6.4% | +17.0% | +13.3% |
| YTD | +17.8% | -11.9% | +29.7% | +23.5% |
| 1Y | +27.6% | -8.6% | +36.2% | +30.9% |
| 3Y | +73.3% | +77.6% | -4.3% | +25.1% |
| 5Y | +54.3% | +37.0% | +17.3% | +22.7% |
| 10Y | +149.8% | +266.4% | -116.6% | +9.9% |
| All | +183.8% | +639.9% | -456.1% | -28.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling