+26.6%
PFE vs VXUS
+11.6%
+15.0%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.8% | -1.7% |
| 7D | -3.7% | -1.8% | -1.9% | -3.2% |
| 30D | +5.0% | -4.6% | +9.5% | +6.1% |
| 3M | +12.2% | -6.1% | +18.3% | +13.7% |
| 6M | +14.6% | -4.9% | +19.5% | +15.6% |
| YTD | +24.1% | +8.1% | +16.1% | +14.2% |
| 1Y | +26.6% | +12.1% | +14.5% | +11.8% |
| All | +26.6% | +11.6% | +15.0% | +11.8% |
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