-9.5%
PFGC vs VEU
+22.8%
-32.3%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | -0.1% | -0.8% |
| 7D | -4.8% | -1.9% | -2.9% | -4.1% |
| 30D | -17.2% | -0.7% | -16.5% | -17.0% |
| 3M | -6.3% | +4.9% | -11.2% | -8.9% |
| 6M | +8.8% | +9.8% | -1.0% | +2.1% |
| YTD | +4.9% | +15.3% | -10.4% | -3.0% |
| 1Y | -9.5% | +23.0% | -32.5% | -18.0% |
| All | -9.5% | +22.8% | -32.3% | -18.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling