+49.7%
VXUS vs PL
+41.8%
+7.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.1% | -0.7% |
| 7D | +2.3% | +22.3% | -19.9% | +0.6% |
| 30D | -2.2% | -8.3% | +6.1% | -1.8% |
| 3M | -5.4% | -43.3% | +37.9% | -1.7% |
| 6M | -1.2% | -65.8% | +64.6% | +5.8% |
| YTD | +10.4% | -29.5% | +39.9% | +10.6% |
| 1Y | +11.8% | +11.7% | +0.1% | +7.4% |
| 3Y | +68.4% | +540.6% | -472.2% | +30.4% |
| 5Y | +45.9% | +32.9% | +13.0% | +22.0% |
| All | +49.7% | +41.8% | +7.9% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 10y: compounded portfolio wealth divided by compounded PL 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…
10y analysis · Full analysis span regression · 6 months rolling