+80.3%
PFGC vs VEU
+70.3%
+10.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.3% | -0.6% |
| 7D | +0.3% | +2.4% | -2.1% | -1.1% |
| 30D | +16.1% | -2.0% | +18.1% | +17.5% |
| 3M | +2.4% | -5.1% | +7.5% | +5.5% |
| 6M | +15.7% | -0.7% | +16.4% | +15.0% |
| YTD | +22.3% | +11.0% | +11.3% | +12.4% |
| 1Y | +13.9% | +12.4% | +1.5% | +3.7% |
| All | +80.3% | +70.3% | +10.0% | +20.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling