+54.4%
VXUS vs PL
+82.7%
-28.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +0.6% |
| 7D | +1.0% | -9.3% | +10.3% | +1.7% |
| 30D | +2.2% | -18.9% | +21.1% | +3.7% |
| 3M | +3.0% | -58.4% | +61.3% | +9.2% |
| 6M | +10.7% | -30.3% | +41.0% | +11.9% |
| YTD | +17.8% | -8.1% | +26.0% | +16.1% |
| 1Y | +27.6% | +180.5% | -152.9% | +13.0% |
| 3Y | +73.3% | +444.1% | -370.8% | +36.9% |
| All | +54.4% | +82.7% | -28.3% | +25.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling