+25.1%
VXUS vs PTC
-38.1%
+63.2%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.5% | +5.1% | -0.4% |
| 7D | +1.6% | -12.8% | +14.4% | +1.5% |
| 30D | +1.0% | -9.8% | +10.8% | +1.0% |
| 3M | +5.7% | -2.1% | +7.7% | +5.9% |
| 6M | +13.6% | -18.1% | +31.7% | +15.9% |
| YTD | +17.4% | -23.5% | +40.9% | +21.6% |
| 1Y | +25.1% | -37.4% | +62.4% | +35.6% |
| All | +25.1% | -38.1% | +63.2% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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