+55.4%
VXUS vs BTI
+115.0%
-59.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | +1.6% | -1.4% | +3.0% | +1.9% |
| 30D | +1.0% | -7.0% | +8.0% | +2.7% |
| 3M | +5.7% | -6.3% | +12.0% | +6.9% |
| 6M | +13.6% | -2.0% | +15.5% | +13.1% |
| YTD | +17.4% | +0.2% | +17.2% | +16.1% |
| 1Y | +25.1% | +3.8% | +21.3% | +22.3% |
| 3Y | +75.8% | +112.1% | -36.2% | +34.6% |
| 5Y | +55.4% | +113.6% | -58.2% | +19.2% |
| All | +55.4% | +115.0% | -59.6% | +19.2% |
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 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