+183.8%
VXUS vs PTC
+521.8%
-338.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.0% | +6.5% | +2.2% |
| 7D | +1.0% | -10.3% | +11.3% | +4.1% |
| 30D | +2.2% | +1.1% | +1.1% | +1.5% |
| 3M | +3.0% | +1.6% | +1.4% | +1.3% |
| 6M | +10.7% | -13.5% | +24.1% | +13.8% |
| YTD | +17.8% | -19.1% | +36.9% | +23.2% |
| 1Y | +27.6% | -33.9% | +61.5% | +41.5% |
| 3Y | +73.3% | -3.9% | +77.2% | +67.5% |
| 5Y | +54.3% | +6.0% | +48.3% | +41.5% |
| 10Y | +149.8% | +223.7% | -73.9% | +45.1% |
| All | +183.8% | +521.8% | -338.0% | +17.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling