+46.1%
VXUS vs BTG
+30.0%
+16.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.1% |
| 7D | +2.1% | -9.1% | +11.2% | +3.6% |
| 30D | -1.1% | -1.6% | +0.5% | -1.1% |
| 3M | -5.6% | -2.8% | -2.8% | -5.7% |
| 6M | -2.3% | -7.6% | +5.3% | -2.1% |
| YTD | +10.4% | +10.2% | +0.1% | +6.2% |
| 1Y | +13.1% | +21.3% | -8.2% | +6.9% |
| 3Y | +68.0% | +82.7% | -14.7% | +42.9% |
| All | +46.1% | +30.0% | +16.2% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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