+20.8%
PFE vs VEA
+74.1%
-53.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.8% |
| 7D | -2.1% | +1.8% | -3.9% | -2.8% |
| 30D | +3.1% | -0.9% | +4.0% | +3.4% |
| 3M | +11.2% | -5.0% | +16.2% | +13.5% |
| 6M | +15.0% | 0.0% | +15.0% | +14.3% |
| YTD | +23.5% | +12.2% | +11.3% | +15.1% |
| 1Y | +18.9% | +14.7% | +4.2% | +9.4% |
| All | +20.8% | +74.1% | -53.3% | +0.2% |
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