+85.8%
ALB vs VEU
+155.6%
-69.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -1.7% |
| 7D | -8.6% | +0.3% | -8.9% | -9.1% |
| 30D | -4.0% | +0.7% | -4.7% | -5.2% |
| 3M | -17.4% | +4.7% | -22.1% | -23.0% |
| 6M | -25.4% | +11.6% | -37.0% | -37.4% |
| YTD | -10.5% | +16.8% | -27.3% | -29.3% |
| 1Y | +75.8% | +24.9% | +51.0% | +26.5% |
| 3Y | -28.5% | +75.7% | -104.3% | -66.9% |
| 5Y | -45.1% | +56.1% | -101.2% | -69.4% |
| All | +85.8% | +155.6% | -69.8% | -41.3% |
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