+42.7%
VXUS vs BP
+103.6%
-60.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | -1.8% | -11.6% | +9.9% | +0.7% |
| 30D | -4.6% | 0.0% | -4.6% | -4.8% |
| 3M | -6.1% | +6.7% | -12.8% | -7.8% |
| 6M | -4.9% | +2.2% | -7.1% | -6.0% |
| YTD | +8.1% | +33.0% | -24.9% | -1.4% |
| 1Y | +12.1% | +30.7% | -18.6% | +2.6% |
| 3Y | +63.9% | +44.2% | +19.7% | +43.5% |
| All | +42.7% | +103.6% | -60.9% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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