+90.5%
AA vs VEU
+77.0%
+13.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +4.3% |
| 7D | +1.7% | +1.7% | 0.0% | -1.4% |
| 30D | +3.3% | +1.0% | +2.3% | +1.5% |
| 3M | -29.4% | +5.6% | -35.0% | -35.9% |
| 6M | -12.8% | +13.7% | -26.5% | -31.7% |
| YTD | -2.1% | +17.7% | -19.8% | -29.1% |
| 1Y | +62.8% | +25.8% | +37.0% | +3.9% |
| 3Y | +90.5% | +77.1% | +13.4% | -41.7% |
| All | +90.5% | +77.0% | +13.5% | -41.7% |
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