+55.4%
VXUS vs BTDR
+15.3%
+40.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.5% | +5.2% | -1.0% |
| 7D | -1.9% | -3.2% | +1.3% | -1.8% |
| 30D | -0.7% | +32.7% | -33.4% | -1.9% |
| 3M | +4.9% | -28.4% | +33.3% | +5.6% |
| 6M | +9.7% | +51.7% | -42.1% | +7.3% |
| YTD | +15.0% | +2.9% | +12.1% | +13.6% |
| 1Y | +22.4% | -15.5% | +37.9% | +21.0% |
| 3Y | +72.2% | 0.0% | +72.2% | +63.6% |
| 5Y | +52.6% | +16.5% | +36.2% | +42.8% |
| All | +55.4% | +15.3% | +40.1% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 10y: compounded portfolio wealth divided by compounded BTDR 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…
10y analysis · Full analysis span regression · 6 months rolling