+19.1%
AR vs VEU
+24.4%
-5.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | -0.1% |
| 7D | -1.2% | +0.3% | -1.5% | -1.1% |
| 30D | +5.5% | +0.7% | +4.9% | +5.8% |
| 3M | +12.9% | +4.7% | +8.2% | +14.5% |
| 6M | +0.1% | +11.6% | -11.6% | +3.6% |
| YTD | +13.5% | +16.8% | -3.3% | +10.9% |
| All | +19.1% | +24.4% | -5.3% | +11.3% |
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