+46.1%
VXUS vs PH
+203.8%
-157.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +2.1% | +4.3% | -2.2% | +0.7% |
| 30D | -1.1% | +0.1% | -1.3% | -1.4% |
| 3M | -5.6% | -9.4% | +3.8% | -2.7% |
| 6M | -2.3% | +8.8% | -11.0% | -5.7% |
| YTD | +10.4% | +9.6% | +0.7% | +5.8% |
| 1Y | +13.1% | +14.4% | -1.4% | +6.8% |
| 3Y | +68.0% | +134.5% | -66.5% | +17.5% |
| All | +46.1% | +203.8% | -157.6% | -13.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling