+152.6%
PR vs VEU
+145.3%
+7.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.7% |
| 7D | -16.4% | -1.6% | -14.8% | -15.1% |
| 30D | -1.9% | -4.3% | +2.5% | +2.5% |
| 3M | +8.0% | -5.8% | +13.8% | +14.2% |
| 6M | +4.1% | -4.4% | +8.5% | +6.8% |
| YTD | +58.7% | +8.7% | +50.0% | +36.9% |
| 1Y | +75.8% | +12.6% | +63.2% | +44.9% |
| 3Y | +73.2% | +65.2% | +7.9% | -11.1% |
| 5Y | +230.1% | +45.5% | +184.6% | +101.1% |
| 10Y | +67.4% | +142.7% | -75.4% | +3.3% |
| All | +152.6% | +145.3% | +7.3% | +58.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling