+52.6%
VXUS vs PSLV
+148.4%
-95.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.3% | +4.0% | -0.3% |
| 7D | -1.9% | -4.9% | +3.0% | -1.0% |
| 30D | -0.7% | -1.9% | +1.1% | -0.5% |
| 3M | +4.9% | +4.2% | +0.7% | +3.7% |
| 6M | +9.7% | -27.6% | +37.2% | +15.2% |
| YTD | +15.0% | -11.7% | +26.7% | +12.6% |
| 1Y | +22.4% | +49.3% | -26.9% | +4.7% |
| 3Y | +72.2% | +167.1% | -94.9% | +25.0% |
| 5Y | +52.6% | +151.7% | -99.1% | +6.8% |
| All | +52.6% | +148.4% | -95.8% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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