-76.7%
PCG vs VEU
+147.4%
-224.1%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.8% | -1.5% | -1.1% |
| 7D | -1.1% | +0.8% | -1.8% | -1.8% |
| 30D | +0.1% | -1.6% | +1.7% | +1.4% |
| 3M | -24.4% | -4.2% | -20.3% | -21.7% |
| 6M | -17.7% | -1.5% | -16.2% | -17.5% |
| YTD | -17.4% | +11.7% | -29.1% | -27.0% |
| 1Y | -19.4% | +15.6% | -35.0% | -31.2% |
| 3Y | -18.6% | +71.7% | -90.3% | -53.5% |
| 5Y | +10.2% | +49.5% | -39.3% | -27.8% |
| 10Y | -76.7% | +145.6% | -222.3% | -90.5% |
| All | -76.7% | +147.4% | -224.1% | -90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling