+35.2%
PFE vs VEU
+150.1%
-114.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.7% | +0.4% |
| 7D | -4.3% | +0.3% | -4.6% | -4.4% |
| 30D | +2.7% | +0.7% | +2.0% | +2.3% |
| 3M | +10.0% | +4.7% | +5.3% | +7.1% |
| 6M | +7.2% | +11.6% | -4.5% | +0.3% |
| YTD | +17.3% | +16.8% | +0.5% | +7.1% |
| 1Y | +20.3% | +24.9% | -4.6% | +5.9% |
| 3Y | -1.6% | +75.7% | -77.4% | -28.5% |
| 5Y | -21.4% | +56.1% | -77.5% | -39.6% |
| 10Y | +35.2% | +153.6% | -118.4% | -22.0% |
| All | +35.2% | +150.1% | -114.8% | -22.0% |
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