+42.9%
VXUS vs PR
+225.6%
-182.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.9% | +1.2% | -3.1% |
| 7D | -3.4% | -16.5% | +13.1% | -1.4% |
| 30D | -5.8% | -4.5% | -1.3% | -5.5% |
| 3M | -6.4% | +8.5% | -15.0% | -7.6% |
| 6M | -2.5% | -3.3% | +0.8% | -2.6% |
| YTD | +7.9% | +55.7% | -47.8% | +0.7% |
| 1Y | +11.5% | +82.0% | -70.6% | +1.7% |
| 3Y | +63.4% | +62.5% | +1.0% | +48.5% |
| 5Y | +42.9% | +223.9% | -181.0% | +14.0% |
| All | +42.9% | +225.6% | -182.7% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 PR 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