+146.7%
PM vs VXUS
+70.6%
+76.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.1% | +0.9% |
| 7D | -7.1% | -0.5% | -6.5% | -7.0% |
| 30D | -2.8% | -1.2% | -1.6% | -2.6% |
| 3M | +6.3% | -3.8% | +10.2% | +6.9% |
| 6M | +9.6% | -1.7% | +11.3% | +9.6% |
| YTD | +25.6% | +11.4% | +14.2% | +21.1% |
| 1Y | +29.7% | +13.3% | +16.3% | +24.4% |
| All | +146.7% | +70.6% | +76.1% | +99.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling