+230.7%
PFE vs VXUS
+156.4%
+74.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.8% | -1.7% |
| 7D | -3.7% | -1.8% | -1.9% | -2.8% |
| 30D | +5.0% | -4.6% | +9.5% | +7.5% |
| 3M | +12.2% | -6.1% | +18.3% | +15.8% |
| 6M | +14.6% | -4.9% | +19.5% | +17.0% |
| YTD | +24.1% | +8.1% | +16.1% | +17.8% |
| 1Y | +26.6% | +12.1% | +14.5% | +17.7% |
| 3Y | +14.3% | +63.9% | -49.6% | -14.1% |
| 5Y | -21.9% | +43.1% | -65.0% | -37.5% |
| 10Y | +62.6% | +139.2% | -76.6% | -5.3% |
| All | +230.7% | +156.4% | +74.3% | +78.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling