+55.5%
VXUS vs BTDR
+28.1%
+27.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.3% | -2.7% | -0.5% |
| 7D | +1.6% | +22.4% | -20.8% | +0.8% |
| 30D | +1.0% | +16.5% | -15.5% | +0.2% |
| 3M | +5.7% | -31.5% | +37.1% | +6.5% |
| 6M | +13.6% | +74.0% | -60.5% | +10.6% |
| YTD | +17.4% | +13.0% | +4.4% | +15.6% |
| 1Y | +25.1% | -0.2% | +25.3% | +22.9% |
| 3Y | +75.8% | +9.9% | +65.9% | +66.4% |
| All | +55.5% | +28.1% | +27.4% | +43.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling