+148.0%
VXUS vs PSX
+388.9%
-240.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -0.9% |
| 7D | +0.3% | +1.8% | -1.5% | -0.1% |
| 30D | +0.7% | +21.6% | -21.0% | -3.9% |
| 3M | +4.8% | +46.5% | -41.7% | -4.6% |
| 6M | +11.3% | +62.0% | -50.7% | -1.7% |
| YTD | +16.5% | +106.3% | -89.8% | -3.6% |
| 1Y | +24.3% | +103.0% | -78.7% | +3.0% |
| 3Y | +74.5% | +135.5% | -61.0% | +35.9% |
| 5Y | +54.3% | +368.5% | -314.2% | -3.8% |
| All | +148.0% | +388.9% | -240.8% | +37.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling