+187.8%
VXUS vs PBF
+303.9%
-116.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +0.6% |
| 7D | +1.0% | +4.3% | -3.3% | +0.6% |
| 30D | +2.2% | +22.0% | -19.8% | 0.0% |
| 3M | +3.0% | +74.5% | -71.5% | -3.3% |
| 6M | +10.7% | +67.7% | -57.0% | +3.5% |
| YTD | +17.8% | +179.2% | -161.3% | +3.8% |
| 1Y | +27.6% | +170.0% | -142.4% | +12.0% |
| 3Y | +73.3% | +66.4% | +6.9% | +56.3% |
| 5Y | +54.3% | +764.5% | -710.2% | +9.4% |
| 10Y | +149.8% | +358.5% | -208.7% | +64.6% |
| All | +187.8% | +303.9% | -116.0% | +83.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling