+56.1%
PCG vs VEU
+56.9%
-0.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.5% | +1.9% | +2.1% |
| 7D | -13.9% | +1.1% | -15.0% | -14.5% |
| 30D | -16.9% | +2.2% | -19.0% | -18.0% |
| 3M | -14.7% | +3.0% | -17.7% | -16.7% |
| 6M | -23.8% | +10.9% | -34.7% | -29.6% |
| YTD | -10.5% | +18.2% | -28.7% | -21.4% |
| 1Y | -5.1% | +28.3% | -33.4% | -21.8% |
| 3Y | -11.6% | +74.6% | -86.2% | -43.3% |
| All | +56.1% | +56.9% | -0.8% | +9.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling