+183.8%
VXUS vs BWA
+164.8%
+19.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.8% | -2.3% | -0.4% |
| 7D | +1.0% | +5.7% | -4.6% | -0.8% |
| 30D | +2.2% | +1.4% | +0.8% | +1.6% |
| 3M | +3.0% | -12.1% | +15.1% | +6.9% |
| 6M | +10.7% | +28.6% | -17.9% | +1.2% |
| YTD | +17.8% | +51.1% | -33.2% | +1.0% |
| 1Y | +27.6% | +55.9% | -28.3% | +7.8% |
| 3Y | +73.3% | +70.1% | +3.2% | +38.4% |
| 5Y | +54.3% | +90.7% | -36.4% | +15.2% |
| 10Y | +149.8% | +154.0% | -4.1% | +52.2% |
| All | +183.8% | +164.8% | +19.1% | +56.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling