+99.6%
PSX vs VEU
+28.8%
+70.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.4% | +0.3% |
| 7D | +4.5% | +1.1% | +3.4% | +4.8% |
| 30D | +26.6% | +2.2% | +24.4% | +27.2% |
| 3M | +39.3% | +3.0% | +36.3% | +40.3% |
| 6M | +56.8% | +10.9% | +46.0% | +61.2% |
| YTD | +101.8% | +18.2% | +83.6% | +96.8% |
| 1Y | +99.6% | +28.3% | +71.3% | +99.4% |
| All | +99.6% | +28.8% | +70.8% | +99.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling