+183.8%
VXUS vs BUD
+104.4%
+79.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | +1.0% | +0.3% | +0.7% | +0.9% |
| 30D | +2.2% | -5.7% | +7.9% | +4.6% |
| 3M | +3.0% | +3.1% | -0.2% | +1.2% |
| 6M | +10.7% | +7.9% | +2.8% | +6.5% |
| YTD | +17.8% | +27.3% | -9.5% | +5.7% |
| 1Y | +27.6% | +37.8% | -10.2% | +10.4% |
| 3Y | +73.3% | +49.8% | +23.5% | +41.6% |
| 5Y | +54.3% | +43.8% | +10.5% | +25.7% |
| 10Y | +149.8% | -22.6% | +172.5% | +154.4% |
| All | +183.8% | +104.4% | +79.4% | +38.9% |
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