-74.3%
ADVB vs VEU
+13.6%
-88.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +0.9% | +9.0% | +10.3% |
| 7D | +10.5% | -0.5% | +11.0% | +9.9% |
| 30D | -56.0% | -1.0% | -55.0% | -56.4% |
| 3M | -70.1% | -3.6% | -66.5% | -70.8% |
| 6M | -53.7% | -1.2% | -52.5% | -53.5% |
| YTD | -60.3% | +12.0% | -72.2% | -65.5% |
| All | -74.3% | +13.6% | -88.0% | -77.7% |
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 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