+146.4%
VXUS vs BUD
-23.5%
+169.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.1% |
| 7D | +1.6% | +0.8% | +0.8% | +1.3% |
| 30D | +1.0% | -4.8% | +5.8% | +2.7% |
| 3M | +5.7% | +1.4% | +4.3% | +4.8% |
| 6M | +13.6% | +9.9% | +3.7% | +9.2% |
| YTD | +17.4% | +26.3% | -8.9% | +7.2% |
| 1Y | +25.1% | +36.1% | -11.1% | +10.9% |
| 3Y | +75.8% | +48.6% | +27.2% | +48.4% |
| 5Y | +55.4% | +45.0% | +10.4% | +30.0% |
| 10Y | +146.4% | -23.1% | +169.5% | +132.4% |
| All | +146.4% | -23.5% | +169.9% | +132.4% |
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