-77.0%
ADVB vs VEU
+17.0%
-94.0%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.0% | -6.5% | -3.5% |
| 7D | -29.5% | +0.2% | -29.7% | -29.4% |
| 30D | -66.9% | -2.1% | -64.8% | -67.3% |
| 3M | -73.7% | -2.7% | -71.0% | -74.1% |
| 6M | -64.8% | +3.2% | -68.0% | -64.3% |
| YTD | -64.0% | +12.6% | -76.6% | -68.6% |
| 1Y | -77.0% | +17.1% | -94.1% | -80.9% |
| All | -77.0% | +17.0% | -94.0% | -80.9% |
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 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