+72.3%
AA vs VEU
+71.8%
+0.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.9% | +1.7% | +1.0% |
| 7D | +1.1% | -0.5% | +1.7% | +2.2% |
| 30D | -1.3% | -1.0% | -0.3% | +0.7% |
| 3M | -23.9% | -3.6% | -20.3% | -18.7% |
| 6M | -36.8% | -1.2% | -35.6% | -35.1% |
| YTD | -22.2% | +12.0% | -34.1% | -37.9% |
| 1Y | +10.4% | +13.9% | -3.5% | -14.6% |
| All | +72.3% | +71.8% | +0.5% | -47.0% |
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 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