+2,776.7%
ALM vs VEU
+152.3%
+2,624.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.3% | -8.3% | -8.8% |
| 7D | -7.1% | -1.9% | -5.2% | -5.9% |
| 30D | +24.7% | -0.7% | +25.4% | +25.5% |
| 3M | +8.3% | +4.9% | +3.4% | +6.3% |
| 6M | -22.2% | +9.8% | -32.0% | -24.3% |
| YTD | +88.1% | +15.3% | +72.8% | +79.4% |
| 1Y | +272.4% | +23.0% | +249.3% | +245.9% |
| 3Y | +2,004.1% | +73.5% | +1,930.6% | +1,620.6% |
| 5Y | +915.8% | +54.5% | +861.3% | +759.1% |
| All | +2,776.7% | +152.3% | +2,624.4% | +1,952.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling