+142.3%
VXUS vs PBF
+299.9%
-157.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.4% | -0.5% | +2.5% |
| 7D | +0.8% | -7.4% | +8.1% | +1.4% |
| 30D | -1.9% | -17.5% | +15.6% | -0.3% |
| 3M | -4.4% | +13.1% | -17.5% | -6.1% |
| 6M | -2.0% | +72.6% | -74.6% | -8.0% |
| YTD | +11.1% | +161.2% | -150.1% | -1.5% |
| 1Y | +15.1% | +93.3% | -78.3% | +5.1% |
| 3Y | +70.4% | +80.7% | -10.3% | +52.4% |
| 5Y | +47.2% | +396.1% | -348.9% | +12.6% |
| 10Y | +142.3% | +252.3% | -110.0% | +70.1% |
| All | +142.3% | +299.9% | -157.6% | +70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 10y: compounded portfolio wealth divided by compounded PBF 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…
10y analysis · Full analysis span regression · 6 months rolling