+46.1%
VXUS vs BTI
+153.9%
-107.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.3% |
| 7D | +2.1% | +1.6% | +0.5% | +1.7% |
| 30D | -1.1% | +9.2% | -10.4% | -3.2% |
| 3M | -5.6% | +9.6% | -15.3% | -7.8% |
| 6M | -2.3% | -2.4% | +0.2% | -1.8% |
| YTD | +10.4% | +14.2% | -3.9% | +5.7% |
| 1Y | +13.1% | +20.3% | -7.2% | +6.6% |
| 3Y | +68.0% | +147.4% | -79.4% | +23.4% |
| All | +46.1% | +153.9% | -107.8% | +7.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling