+248.0%
PFG vs VEU
+174.3%
+73.6%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -0.2% |
| 7D | +0.1% | +2.4% | -2.2% | -3.2% |
| 30D | +5.0% | -2.0% | +6.9% | +8.0% |
| 3M | +0.1% | -5.1% | +5.2% | +7.4% |
| 6M | +13.8% | -0.7% | +14.5% | +12.3% |
| YTD | +31.2% | +11.0% | +20.2% | +8.2% |
| 1Y | +37.1% | +12.4% | +24.7% | +10.8% |
| 3Y | +80.6% | +69.8% | +10.8% | -23.0% |
| 5Y | +93.7% | +48.2% | +45.5% | +0.7% |
| 10Y | +185.5% | +148.1% | +37.4% | -30.9% |
| All | +248.0% | +174.3% | +73.6% | -24.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling