+95.5%
PEP vs VEA
+161.1%
-65.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +2.9% | +2.3% | +0.6% | +1.8% |
| 30D | +12.5% | +0.2% | +12.3% | +12.3% |
| 3M | +4.5% | -5.3% | +9.9% | +7.0% |
| 6M | -0.5% | -0.9% | +0.4% | -0.8% |
| YTD | +4.4% | +12.2% | -7.8% | -2.9% |
| 1Y | +4.4% | +16.1% | -11.7% | -4.7% |
| 3Y | -3.4% | +73.0% | -76.4% | -30.3% |
| 5Y | +5.2% | +53.7% | -48.6% | -19.0% |
| All | +95.5% | +161.1% | -65.6% | +2.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling