+47.3%
VXUS vs BROS
+7.7%
+39.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.0% |
| 7D | -0.5% | -20.4% | +19.9% | +1.3% |
| 30D | -1.2% | -6.1% | +4.9% | -0.8% |
| 3M | -3.8% | -29.4% | +25.5% | -1.3% |
| 6M | -1.7% | -31.5% | +29.9% | +0.8% |
| YTD | +11.4% | -42.8% | +54.2% | +15.5% |
| 1Y | +13.3% | -37.5% | +50.8% | +16.5% |
| 3Y | +70.0% | +27.2% | +42.8% | +60.8% |
| 5Y | +48.1% | -47.0% | +95.0% | +42.4% |
| All | +47.3% | +7.7% | +39.6% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BROS.
Daily Out/Under-Performance
Portfolio return minus BROS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BROS 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 BROS 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