+183.8%
VXUS vs BTI
+276.6%
-92.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.9% |
| 7D | +1.0% | -1.4% | +2.4% | +1.6% |
| 30D | +2.2% | -6.6% | +8.8% | +4.9% |
| 3M | +3.0% | -3.0% | +6.0% | +3.4% |
| 6M | +10.7% | -6.7% | +17.3% | +12.5% |
| YTD | +17.8% | +0.6% | +17.3% | +15.8% |
| 1Y | +27.6% | +5.6% | +22.0% | +22.6% |
| 3Y | +73.3% | +110.3% | -37.0% | +20.8% |
| 5Y | +54.3% | +114.3% | -59.9% | +5.0% |
| 10Y | +149.8% | +67.7% | +82.2% | +82.5% |
| All | +183.8% | +276.6% | -92.8% | +12.4% |
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