+165.8%
VXUS vs BTI
+322.0%
-156.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +2.3% | -3.2% | +5.5% | +3.6% |
| 30D | -2.2% | +9.7% | -11.9% | -5.9% |
| 3M | -5.4% | +11.1% | -16.5% | -9.7% |
| 6M | -1.2% | -1.2% | 0.0% | -1.8% |
| YTD | +10.4% | +12.7% | -2.3% | +3.4% |
| 1Y | +11.8% | +15.8% | -4.0% | +3.4% |
| 3Y | +68.4% | +148.9% | -80.5% | +9.2% |
| 5Y | +45.9% | +151.9% | -106.1% | -7.5% |
| 10Y | +144.7% | +124.2% | +20.5% | +51.9% |
| All | +165.8% | +322.0% | -156.1% | +0.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling