+54.6%
VXUS vs PBR
+544.5%
-489.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.2% | -0.8% |
| 7D | +0.3% | +0.3% | 0.0% | +0.2% |
| 30D | +0.7% | +17.5% | -16.9% | -1.4% |
| 3M | +4.8% | +20.9% | -16.1% | +2.1% |
| 6M | +11.3% | +20.2% | -8.9% | +8.0% |
| YTD | +16.5% | +84.3% | -67.8% | +6.2% |
| 1Y | +24.3% | +77.1% | -52.8% | +13.7% |
| 3Y | +74.5% | +100.8% | -26.3% | +55.3% |
| All | +54.6% | +544.5% | -489.9% | +12.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling