+140.8%
PH vs VEU
+77.0%
+63.8%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.3% |
| 7D | +0.4% | +1.7% | -1.3% | -1.2% |
| 30D | -10.8% | +1.0% | -11.8% | -11.7% |
| 3M | +8.5% | +5.6% | +2.8% | +2.5% |
| 6M | +3.9% | +13.7% | -9.7% | -9.9% |
| YTD | +9.4% | +17.7% | -8.3% | -9.3% |
| 1Y | +26.8% | +25.8% | +1.0% | -2.8% |
| 3Y | +140.8% | +77.1% | +63.7% | +18.8% |
| All | +140.8% | +77.0% | +63.8% | +18.8% |
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