+184.0%
VXUS vs PSX
+1,177.4%
-993.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.6% | -1.3% |
| 7D | +2.3% | +6.4% | -4.1% | +0.8% |
| 30D | -2.2% | -10.2% | +8.0% | +0.1% |
| 3M | -5.4% | +17.2% | -22.6% | -9.5% |
| 6M | -1.2% | +51.8% | -53.0% | -11.8% |
| YTD | +10.4% | +108.0% | -97.6% | -10.0% |
| 1Y | +11.8% | +96.1% | -84.3% | -7.5% |
| 3Y | +68.4% | +155.9% | -87.5% | +26.6% |
| 5Y | +45.9% | +306.9% | -261.1% | -6.6% |
| 10Y | +144.7% | +364.5% | -219.8% | +37.7% |
| All | +184.0% | +1,177.4% | -993.4% | +27.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling