-12.8%
ALC vs VEU
+25.0%
-37.8%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.7% |
| 7D | -5.3% | +0.3% | -5.6% | -5.4% |
| 30D | -7.1% | +0.7% | -7.7% | -7.3% |
| 3M | +0.8% | +4.7% | -3.9% | -1.4% |
| 6M | -16.0% | +11.6% | -27.6% | -22.1% |
| YTD | -12.7% | +16.8% | -29.5% | -23.4% |
| 1Y | -12.8% | +24.9% | -37.7% | -30.9% |
| All | -12.8% | +25.0% | -37.8% | -30.9% |
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 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