+419.1%
PFGC vs VEU
+179.7%
+239.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.1% | -1.2% |
| 7D | -2.2% | +1.1% | -3.3% | -3.5% |
| 30D | -11.9% | +2.2% | -14.1% | -14.3% |
| 3M | +5.0% | +3.0% | +2.0% | 0.0% |
| 6M | +8.6% | +10.9% | -2.3% | -5.9% |
| YTD | +9.7% | +18.2% | -8.5% | -12.6% |
| 1Y | -6.3% | +28.3% | -34.6% | -32.9% |
| 3Y | +58.2% | +74.6% | -16.4% | -25.8% |
| 5Y | +110.4% | +56.4% | +54.1% | +15.5% |
| 10Y | +272.8% | +153.0% | +119.7% | +26.3% |
| All | +419.1% | +179.7% | +239.4% | +64.5% |
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