+144.7%
VXUS vs BUD
-2.2%
+147.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -1.1% |
| 7D | +0.5% | +6.0% | -5.5% | -1.5% |
| 30D | -2.5% | +11.3% | -13.8% | -6.3% |
| 3M | -4.6% | +3.6% | -8.2% | -6.1% |
| 6M | -2.6% | +7.7% | -10.3% | -5.8% |
| YTD | +10.4% | +36.4% | -26.0% | -2.2% |
| 1Y | +12.9% | +37.8% | -25.0% | -0.4% |
| 3Y | +68.4% | +51.2% | +17.1% | +41.2% |
| 5Y | +47.7% | +53.4% | -5.7% | +21.1% |
| All | +144.7% | -2.2% | +147.0% | +111.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling