+144.8%
VXUS vs BTI
+72.6%
+72.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.3% | -1.6% |
| 7D | -1.9% | -2.0% | +0.1% | -1.3% |
| 30D | -0.7% | -3.4% | +2.7% | +0.2% |
| 3M | +4.9% | -9.0% | +13.9% | +7.5% |
| 6M | +9.7% | -5.0% | +14.7% | +10.4% |
| YTD | +15.0% | -0.3% | +15.3% | +13.8% |
| 1Y | +22.4% | +3.1% | +19.3% | +19.7% |
| 3Y | +72.2% | +111.0% | -38.7% | +29.8% |
| 5Y | +52.6% | +117.0% | -64.4% | +12.9% |
| All | +144.8% | +72.6% | +72.3% | +86.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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