+3.7%
PEP vs VXUS
+16.4%
-12.7%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.0% | +1.8% | +3.9% |
| 7D | +7.4% | +0.2% | +7.2% | +7.3% |
| 30D | +13.3% | -2.3% | +15.6% | +13.1% |
| 3M | +3.5% | -2.8% | +6.3% | +3.2% |
| 6M | -5.9% | +2.6% | -8.5% | -6.4% |
| YTD | +2.3% | +12.0% | -9.8% | +2.4% |
| 1Y | +3.7% | +16.5% | -12.8% | +3.4% |
| All | +3.7% | +16.4% | -12.7% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 1y: compounded portfolio wealth divided by compounded VXUS 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…
1y analysis · Full analysis span regression · 6 months rolling