+113.5%
PFGC vs VEU
+53.0%
+60.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | -0.1% | -0.2% |
| 7D | -4.8% | -1.9% | -2.9% | -3.2% |
| 30D | -17.2% | -0.7% | -16.5% | -16.8% |
| 3M | -6.3% | +4.9% | -11.2% | -10.9% |
| 6M | +8.8% | +9.8% | -1.0% | -1.4% |
| YTD | +4.9% | +15.3% | -10.4% | -9.5% |
| 1Y | -9.5% | +23.0% | -32.5% | -27.0% |
| 3Y | +59.6% | +73.5% | -13.9% | -12.3% |
| 5Y | +113.5% | +54.5% | +59.0% | +36.3% |
| All | +113.5% | +53.0% | +60.5% | +36.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling