+147.3%
VXUS vs PBR
+697.0%
-549.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +1.2% |
| 7D | -1.4% | +5.4% | -6.8% | -2.4% |
| 30D | -0.5% | +22.9% | -23.3% | -4.3% |
| 3M | +2.6% | +19.6% | -17.1% | -1.1% |
| 6M | +10.9% | +16.5% | -5.6% | +6.9% |
| YTD | +16.1% | +86.7% | -70.5% | +2.1% |
| 1Y | +22.3% | +74.7% | -52.4% | +8.7% |
| 3Y | +72.0% | +102.6% | -30.6% | +46.3% |
| 5Y | +54.1% | +566.6% | -512.4% | -0.9% |
| All | +147.3% | +697.0% | -549.7% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded PBR 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling