+61.8%
PCG vs VEA
+61.6%
+0.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +4.1% | +3.9% |
| 7D | +5.4% | +1.9% | +3.5% | +4.2% |
| 30D | -15.1% | +0.8% | -15.9% | -15.6% |
| 3M | -9.8% | +5.7% | -15.5% | -13.4% |
| 6M | -18.0% | +13.3% | -31.3% | -25.5% |
| YTD | -7.2% | +18.4% | -25.6% | -18.6% |
| 1Y | +2.9% | +27.0% | -24.1% | -14.4% |
| 3Y | -11.1% | +79.3% | -90.4% | -43.9% |
| 5Y | +61.8% | +62.1% | -0.3% | +10.8% |
| All | +61.8% | +61.6% | +0.2% | +10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling