+87.1%
PR vs VEU
+149.3%
-62.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.7% |
| 7D | -0.6% | +1.7% | -2.3% | -2.5% |
| 30D | +17.4% | +1.0% | +16.4% | +15.9% |
| 3M | +21.8% | +5.6% | +16.1% | +12.8% |
| 6M | +27.6% | +13.7% | +13.9% | +5.3% |
| YTD | +71.4% | +17.7% | +53.7% | +34.7% |
| 1Y | +78.3% | +25.8% | +52.6% | +28.2% |
| 3Y | +85.5% | +77.1% | +8.4% | -15.3% |
| 5Y | +422.7% | +57.1% | +365.5% | +185.7% |
| 10Y | +87.1% | +149.8% | -62.7% | +3.9% |
| All | +87.1% | +149.3% | -62.1% | +3.9% |
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