+16.5%
VXUS vs PSX
+97.5%
-81.0%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -4.5% | +6.5% | +1.6% |
| 7D | +0.2% | -5.2% | +5.3% | -0.3% |
| 30D | -2.3% | -3.7% | +1.4% | -2.6% |
| 3M | -2.8% | +26.8% | -29.6% | -0.7% |
| 6M | +2.6% | +47.3% | -44.7% | +6.4% |
| YTD | +12.0% | +105.4% | -93.4% | +13.0% |
| 1Y | +16.5% | +96.9% | -80.4% | +18.1% |
| All | +16.5% | +97.5% | -81.0% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling