-18.6%
PCG vs VEA
+73.7%
-92.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.9% | -1.6% | -0.1% |
| 7D | -1.1% | +0.4% | -1.5% | -1.3% |
| 30D | +0.1% | -0.7% | +0.7% | +0.4% |
| 3M | -24.4% | -3.9% | -20.6% | -23.0% |
| 6M | -17.7% | -0.6% | -17.1% | -17.9% |
| YTD | -17.4% | +12.9% | -30.4% | -24.4% |
| 1Y | -19.4% | +18.4% | -37.7% | -28.5% |
| 3Y | -18.6% | +75.3% | -93.8% | -50.1% |
| All | -18.6% | +73.7% | -92.3% | -50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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