+211.9%
B vs VEU
+150.1%
+61.8%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.7% |
| 7D | +1.0% | +0.3% | +0.7% | +0.8% |
| 30D | +9.5% | +0.7% | +8.8% | +9.1% |
| 3M | +14.3% | +4.7% | +9.6% | +11.2% |
| 6M | -1.9% | +11.6% | -13.5% | -7.9% |
| YTD | +4.1% | +16.8% | -12.7% | -4.6% |
| 1Y | +56.1% | +24.9% | +31.2% | +37.8% |
| 3Y | +202.0% | +75.7% | +126.3% | +121.1% |
| 5Y | +158.8% | +56.1% | +102.7% | +97.1% |
| 10Y | +211.9% | +153.6% | +58.3% | +52.8% |
| All | +211.9% | +150.1% | +61.8% | +52.8% |
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