+2,292.6%
PH vs VEU
+174.2%
+2,118.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | 0.0% | 0.0% |
| 7D | +4.3% | +2.1% | +2.3% | +2.2% |
| 30D | +0.1% | -0.9% | +1.1% | +1.0% |
| 3M | -9.4% | -5.4% | -4.0% | -4.2% |
| 6M | +8.8% | -1.8% | +10.5% | +10.1% |
| YTD | +9.6% | +10.9% | -1.3% | -2.7% |
| 1Y | +14.4% | +13.6% | +0.9% | -0.9% |
| 3Y | +134.5% | +69.3% | +65.3% | +34.7% |
| 5Y | +204.4% | +48.1% | +156.3% | +102.3% |
| 10Y | +697.3% | +148.0% | +549.3% | +237.8% |
| All | +2,292.6% | +174.2% | +2,118.5% | +821.6% |
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