+240.2%
PFG vs VEU
+152.3%
+87.8%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.1% | +2.4% |
| 7D | -3.0% | -1.9% | -1.1% | -0.7% |
| 30D | +2.5% | -0.7% | +3.2% | +3.3% |
| 3M | +6.1% | +4.9% | +1.2% | -0.9% |
| 6M | +31.3% | +9.8% | +21.4% | +14.5% |
| YTD | +33.6% | +15.3% | +18.2% | +8.9% |
| 1Y | +48.5% | +23.0% | +25.5% | +11.1% |
| 3Y | +69.6% | +73.5% | -3.9% | -20.2% |
| 5Y | +111.5% | +54.5% | +57.0% | +17.4% |
| All | +240.2% | +152.3% | +87.8% | +9.1% |
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