+369.0%
ALL vs VEU
+149.7%
+219.3%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.1% |
| 7D | -2.6% | -0.5% | -2.0% | -2.4% |
| 30D | +12.7% | -1.0% | +13.7% | +13.2% |
| 3M | +0.4% | -3.6% | +4.0% | +2.3% |
| 6M | +23.8% | -1.2% | +24.9% | +22.8% |
| YTD | +27.8% | +12.0% | +15.8% | +15.3% |
| 1Y | +28.9% | +13.9% | +15.0% | +14.9% |
| 3Y | +113.9% | +71.3% | +42.6% | +38.6% |
| 5Y | +157.4% | +50.3% | +107.1% | +83.4% |
| 10Y | +369.0% | +150.3% | +218.7% | +140.4% |
| All | +369.0% | +149.7% | +219.3% | +140.4% |
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