+75.8%
VXUS vs BTI
+113.6%
-37.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | +1.6% | -1.4% | +3.0% | +1.8% |
| 30D | +1.0% | -7.0% | +8.0% | +2.1% |
| 3M | +5.7% | -6.3% | +12.0% | +6.4% |
| 6M | +13.6% | -2.0% | +15.5% | +13.1% |
| YTD | +17.4% | +0.2% | +17.2% | +16.5% |
| 1Y | +25.1% | +3.8% | +21.3% | +23.3% |
| 3Y | +75.8% | +112.1% | -36.2% | +46.2% |
| All | +75.8% | +113.6% | -37.8% | +46.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling