+53.1%
VXUS vs BRO
+17.6%
+35.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.0% |
| 7D | -1.4% | -7.3% | +5.9% | -0.3% |
| 30D | -0.5% | -6.9% | +6.4% | +0.5% |
| 3M | +2.6% | +10.7% | -8.1% | +0.2% |
| 6M | +10.9% | -2.7% | +13.6% | +10.9% |
| YTD | +16.1% | -16.3% | +32.5% | +19.9% |
| 1Y | +22.3% | -29.1% | +51.4% | +31.2% |
| 3Y | +72.0% | -7.8% | +79.8% | +68.8% |
| All | +53.1% | +17.6% | +35.5% | +35.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling