+72.0%
VXUS vs BRO
-7.6%
+79.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.0% |
| 7D | -1.4% | -7.3% | +5.9% | -1.3% |
| 30D | -0.5% | -6.9% | +6.4% | -0.3% |
| 3M | +2.6% | +10.7% | -8.1% | +1.8% |
| 6M | +10.9% | -2.7% | +13.6% | +11.4% |
| YTD | +16.1% | -16.3% | +32.5% | +18.7% |
| 1Y | +22.3% | -29.1% | +51.4% | +28.3% |
| 3Y | +72.0% | -7.8% | +79.8% | +73.2% |
| All | +72.0% | -7.6% | +79.6% | +73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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