+376.3%
PSX vs VEU
+152.3%
+224.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | +0.4% |
| 7D | +1.5% | -1.9% | +3.4% | +3.5% |
| 30D | +15.8% | -0.7% | +16.6% | +16.5% |
| 3M | +43.0% | +4.9% | +38.2% | +34.7% |
| 6M | +61.1% | +9.8% | +51.2% | +41.3% |
| YTD | +104.5% | +15.3% | +89.2% | +68.9% |
| 1Y | +102.5% | +23.0% | +79.5% | +55.1% |
| 3Y | +133.5% | +73.5% | +60.0% | +19.1% |
| 5Y | +367.0% | +54.5% | +312.5% | +171.9% |
| All | +376.3% | +152.3% | +224.0% | +65.9% |
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