+2.1%
AS vs VEU
+17.0%
-14.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.0% | +3.1% | +2.9% |
| 7D | +13.8% | +0.2% | +13.6% | +13.5% |
| 30D | +16.7% | -2.1% | +18.8% | +19.5% |
| 3M | -11.5% | -2.7% | -8.8% | -8.8% |
| 6M | -5.5% | +3.2% | -8.7% | -10.0% |
| YTD | -14.2% | +12.6% | -26.8% | -23.2% |
| 1Y | +2.1% | +17.1% | -15.0% | -9.2% |
| All | +2.1% | +17.0% | -14.9% | -9.2% |
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