+20.2%
ALC vs VEU
+107.1%
-86.9%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.4% |
| 7D | -5.3% | +0.3% | -5.6% | -5.5% |
| 30D | -7.1% | +0.7% | -7.7% | -7.7% |
| 3M | +0.8% | +4.7% | -3.9% | -3.6% |
| 6M | -16.0% | +11.6% | -27.6% | -24.7% |
| YTD | -12.7% | +16.8% | -29.5% | -25.0% |
| 1Y | -12.8% | +24.9% | -37.7% | -29.4% |
| 3Y | -15.8% | +75.7% | -91.6% | -49.6% |
| 5Y | -16.7% | +56.1% | -72.8% | -45.1% |
| All | +20.2% | +107.1% | -86.9% | -39.9% |
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 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