+695.9%
PH vs VEU
+149.9%
+546.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | 0.0% | 0.0% |
| 7D | +4.3% | +2.1% | +2.3% | +1.7% |
| 30D | +0.1% | -0.9% | +1.1% | +1.2% |
| 3M | -9.4% | -5.4% | -4.0% | -3.1% |
| 6M | +8.8% | -1.8% | +10.5% | +10.1% |
| YTD | +9.6% | +10.9% | -1.3% | -6.2% |
| 1Y | +14.4% | +13.6% | +0.9% | -5.1% |
| 3Y | +134.5% | +69.3% | +65.3% | +13.4% |
| 5Y | +204.4% | +48.1% | +156.3% | +78.4% |
| All | +695.9% | +149.9% | +546.0% | +152.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling