-97.1%
ADVB vs VEU
+35.8%
-132.9%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.7% | +3.6% | +3.0% |
| 7D | -4.1% | +0.5% | -4.6% | -4.0% |
| 30D | -60.3% | -2.3% | -58.0% | -60.1% |
| 3M | -73.3% | -4.4% | -68.9% | -73.2% |
| 6M | -65.9% | -2.2% | -63.8% | -65.9% |
| YTD | -63.9% | +10.9% | -74.8% | -68.0% |
| 1Y | -74.1% | +13.4% | -87.5% | -77.6% |
| All | -97.1% | +35.8% | -132.9% | -98.2% |
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