+25.1%
VXUS vs PH
+26.9%
-1.8%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.2% |
| 7D | +1.6% | +0.4% | +1.2% | +1.5% |
| 30D | +1.0% | -10.8% | +11.8% | +4.2% |
| 3M | +5.7% | +8.5% | -2.8% | +2.7% |
| 6M | +13.6% | +3.9% | +9.7% | +11.2% |
| YTD | +17.4% | +9.4% | +8.0% | +14.2% |
| 1Y | +25.1% | +26.8% | -1.7% | +18.9% |
| All | +25.1% | +26.9% | -1.8% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 1y: compounded portfolio wealth divided by compounded PH 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…
1y analysis · Full analysis span regression · 6 months rolling