-68.4%
PL vs VEU
-3.9%
-64.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.2% | +10.2% | +9.9% |
| 7D | -6.8% | -1.6% | -5.2% | -3.0% |
| 30D | -29.3% | -4.3% | -25.0% | -20.0% |
| 3M | -44.8% | -5.8% | -38.9% | -34.8% |
| 6M | -68.4% | -4.4% | -64.0% | -62.5% |
| All | -68.4% | -3.9% | -64.5% | -62.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling