+12.3%
AR vs VEU
+12.6%
-0.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +0.9% |
| 7D | +6.4% | +2.4% | +4.1% | +7.5% |
| 30D | +3.1% | -2.0% | +5.1% | +2.3% |
| 3M | +3.3% | -5.1% | +8.4% | +1.0% |
| 6M | +6.6% | -0.7% | +7.3% | +7.0% |
| YTD | +12.3% | +11.0% | +1.3% | +12.9% |
| 1Y | +12.3% | +12.4% | 0.0% | +12.2% |
| All | +12.3% | +12.6% | -0.3% | +12.2% |
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