-0.4%
PL vs VEU
+17.0%
-17.4%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.0% | -8.3% | -9.8% |
| 7D | -11.7% | +0.2% | -11.9% | -12.2% |
| 30D | -27.1% | -2.1% | -25.0% | -24.1% |
| 3M | -44.6% | -2.7% | -41.9% | -41.6% |
| 6M | -67.2% | +3.2% | -70.4% | -66.7% |
| YTD | -35.9% | +12.6% | -48.4% | -45.8% |
| 1Y | -0.4% | +17.1% | -17.5% | -23.7% |
| All | -0.4% | +17.0% | -17.4% | -23.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling