+16.2%
A vs VEU
+22.8%
-6.6%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.4% |
| 7D | -4.6% | -1.9% | -2.7% | -3.5% |
| 30D | -4.3% | -0.7% | -3.5% | -3.8% |
| 3M | +8.9% | +4.9% | +4.1% | +5.8% |
| 6M | +24.5% | +9.8% | +14.7% | +17.2% |
| YTD | +5.8% | +15.3% | -9.5% | -7.5% |
| 1Y | +16.2% | +23.0% | -6.8% | -11.3% |
| All | +16.2% | +22.8% | -6.6% | -11.3% |
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