-5.9%
ALC vs VEU
+14.2%
-20.1%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.1% | -2.4% |
| 7D | -6.3% | -0.5% | -5.7% | -6.1% |
| 30D | +12.6% | -1.0% | +13.6% | +12.8% |
| 3M | -3.8% | -3.6% | -0.2% | -3.0% |
| 6M | +16.8% | -1.2% | +18.0% | +16.5% |
| YTD | -7.6% | +12.0% | -19.6% | -17.2% |
| 1Y | -5.9% | +13.9% | -19.8% | -17.5% |
| All | -5.9% | +14.2% | -20.1% | -17.5% |
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