+180.6%
VXUS vs BNY
+636.2%
-455.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.7% |
| 7D | +0.3% | +0.3% | 0.0% | +0.2% |
| 30D | +0.7% | +1.9% | -1.3% | -0.2% |
| 3M | +4.8% | +13.9% | -9.1% | -1.3% |
| 6M | +11.3% | +42.3% | -31.0% | -4.8% |
| YTD | +16.5% | +41.8% | -25.3% | -0.5% |
| 1Y | +24.3% | +57.9% | -33.7% | +1.1% |
| 3Y | +74.5% | +290.7% | -216.2% | -6.0% |
| 5Y | +54.3% | +252.3% | -197.9% | -15.1% |
| 10Y | +150.1% | +412.8% | -262.7% | +5.6% |
| All | +180.6% | +636.2% | -455.6% | -10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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