+64.8%
PR vs VEU
+147.4%
-82.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.8% | -3.9% | -4.2% |
| 7D | -12.4% | +0.8% | -13.1% | -13.4% |
| 30D | -6.6% | -1.6% | -4.9% | -5.2% |
| 3M | +7.5% | -4.2% | +11.7% | +11.8% |
| 6M | +10.8% | -1.5% | +12.3% | +9.8% |
| YTD | +57.0% | +11.7% | +45.3% | +29.5% |
| 1Y | +67.9% | +15.6% | +52.3% | +32.1% |
| 3Y | +87.6% | +71.7% | +15.8% | -13.2% |
| 5Y | +220.4% | +49.5% | +170.9% | +81.7% |
| 10Y | +64.8% | +145.6% | -80.8% | -6.3% |
| All | +64.8% | +147.4% | -82.6% | -6.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling