+183.8%
VXUS vs PH
+1,314.4%
-1,130.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | +1.0% | -3.1% | +4.1% | +2.3% |
| 30D | +2.2% | -3.2% | +5.4% | +3.3% |
| 3M | +3.0% | +10.6% | -7.6% | -1.6% |
| 6M | +10.7% | -2.1% | +12.8% | +10.8% |
| YTD | +17.8% | +10.2% | +7.7% | +12.3% |
| 1Y | +27.6% | +28.2% | -0.6% | +13.8% |
| 3Y | +73.3% | +134.9% | -61.6% | +16.1% |
| 5Y | +54.3% | +253.6% | -199.3% | -15.5% |
| 10Y | +149.8% | +804.7% | -654.9% | -19.8% |
| All | +183.8% | +1,314.4% | -1,130.6% | -36.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling