+24.3%
VXUS vs BTI
+2.0%
+22.3%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.6% |
| 7D | +0.3% | -2.4% | +2.7% | +0.5% |
| 30D | +0.7% | -4.8% | +5.4% | +1.1% |
| 3M | +4.8% | -8.1% | +12.9% | +5.3% |
| 6M | +11.3% | -4.2% | +15.5% | +10.6% |
| YTD | +16.5% | -1.3% | +17.8% | +15.7% |
| 1Y | +24.3% | +2.1% | +22.2% | +23.3% |
| All | +24.3% | +2.0% | +22.3% | +23.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling