+70.4%
VXUS vs BWA
+65.3%
+5.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.4% | -2.5% | +1.5% |
| 7D | +0.8% | -0.6% | +1.4% | +0.9% |
| 30D | -1.9% | -16.1% | +14.2% | +2.3% |
| 3M | -4.4% | -24.6% | +20.2% | +2.1% |
| 6M | -2.0% | -15.7% | +13.7% | +1.6% |
| YTD | +11.1% | +15.1% | -3.9% | +5.4% |
| 1Y | +15.1% | +15.9% | -0.8% | +8.8% |
| 3Y | +70.4% | +67.1% | +3.3% | +42.5% |
| All | +70.4% | +65.3% | +5.1% | +42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 3y: compounded portfolio wealth divided by compounded BWA 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…
3y analysis · Full analysis span regression · 6 months rolling