+516.5%
PL vs VEU
+70.2%
+446.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.6% | -0.5% |
| 7D | +10.0% | +2.1% | +7.9% | +5.6% |
| 30D | -2.3% | -0.9% | -1.3% | +0.5% |
| 3M | -44.2% | -5.4% | -38.8% | -36.2% |
| 6M | -66.1% | -1.8% | -64.3% | -63.2% |
| YTD | -30.0% | +10.9% | -40.9% | -43.6% |
| 1Y | +21.0% | +13.6% | +7.5% | -8.0% |
| 3Y | +516.5% | +69.3% | +447.3% | +71.8% |
| All | +516.5% | +70.2% | +446.3% | +71.8% |
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