+84.9%
PR vs VEU
+70.5%
+14.4%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.3% |
| 7D | -9.5% | +0.5% | -10.0% | -9.8% |
| 30D | -5.7% | -2.3% | -3.4% | -4.7% |
| 3M | +3.0% | -4.4% | +7.4% | +5.1% |
| 6M | +11.8% | -2.2% | +14.0% | +12.0% |
| YTD | +58.5% | +10.9% | +47.5% | +40.2% |
| 1Y | +69.9% | +13.4% | +56.5% | +46.6% |
| 3Y | +84.9% | +69.7% | +15.2% | -3.5% |
| All | +84.9% | +70.5% | +14.4% | -3.5% |
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 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