+75.8%
VXUS vs PSX
+138.7%
-62.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.5% |
| 7D | +1.6% | +2.8% | -1.2% | +1.3% |
| 30D | +1.0% | +27.8% | -26.8% | -1.8% |
| 3M | +5.7% | +42.0% | -36.4% | +1.3% |
| 6M | +13.6% | +58.1% | -44.5% | +6.7% |
| YTD | +17.4% | +105.0% | -87.6% | +5.0% |
| 1Y | +25.1% | +104.9% | -79.8% | +11.5% |
| 3Y | +75.8% | +134.1% | -58.2% | +47.2% |
| All | +75.8% | +138.7% | -62.8% | +47.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling