+183.8%
VXUS vs PNR
+221.0%
-37.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | +1.0% | -2.4% | +3.4% | +1.9% |
| 30D | +2.2% | -12.8% | +15.0% | +7.4% |
| 3M | +3.0% | -17.0% | +20.0% | +9.2% |
| 6M | +10.7% | -37.4% | +48.1% | +30.4% |
| YTD | +17.8% | -41.6% | +59.5% | +42.0% |
| 1Y | +27.6% | -44.6% | +72.2% | +56.7% |
| 3Y | +73.3% | -12.1% | +85.4% | +72.6% |
| 5Y | +54.3% | -17.4% | +71.7% | +53.7% |
| 10Y | +149.8% | +64.0% | +85.8% | +73.7% |
| All | +183.8% | +221.0% | -37.2% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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