+160.2%
VXUS vs BUD
+113.5%
+46.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.7% |
| 7D | -1.8% | +4.5% | -6.2% | -3.6% |
| 30D | -4.6% | +12.5% | -17.1% | -9.3% |
| 3M | -6.1% | 0.0% | -6.1% | -6.5% |
| 6M | -4.9% | +3.8% | -8.7% | -7.2% |
| YTD | +8.1% | +33.1% | -25.0% | -5.2% |
| 1Y | +12.1% | +35.5% | -23.4% | -2.5% |
| 3Y | +63.9% | +49.4% | +14.5% | +34.0% |
| 5Y | +43.1% | +48.0% | -4.9% | +15.2% |
| 10Y | +139.2% | -8.6% | +147.8% | +122.8% |
| All | +160.2% | +113.5% | +46.7% | +24.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling