-74.9%
ADVB vs VEU
+14.7%
-89.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.8% | +0.7% | +4.5% |
| 7D | -1.2% | +0.8% | -2.0% | -0.9% |
| 30D | -61.4% | -1.6% | -59.8% | -61.9% |
| 3M | -67.8% | -4.2% | -63.6% | -68.6% |
| 6M | -66.9% | -1.5% | -65.4% | -66.7% |
| YTD | -64.9% | +11.7% | -76.6% | -69.8% |
| All | -74.9% | +14.7% | -89.5% | -79.0% |
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 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