+54.4%
VXUS vs PH
+254.3%
-199.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | +1.0% | -3.1% | +4.1% | +2.1% |
| 30D | +2.2% | -3.2% | +5.4% | +3.1% |
| 3M | +3.0% | +10.6% | -7.6% | -0.8% |
| 6M | +10.7% | -2.1% | +12.8% | +10.8% |
| YTD | +17.8% | +10.2% | +7.7% | +13.2% |
| 1Y | +27.6% | +28.2% | -0.6% | +16.1% |
| 3Y | +73.3% | +134.9% | -61.6% | +22.5% |
| All | +54.4% | +254.3% | -199.9% | -10.6% |
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