+214.8%
B vs VEU
+149.9%
+65.0%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.6% |
| 7D | -7.3% | +2.1% | -9.4% | -8.6% |
| 30D | -3.3% | -0.9% | -2.4% | -2.6% |
| 3M | -7.8% | -5.4% | -2.4% | -3.8% |
| 6M | -15.5% | -1.8% | -13.8% | -13.7% |
| YTD | -12.3% | +10.9% | -23.2% | -16.3% |
| 1Y | +5.4% | +13.6% | -8.2% | -0.8% |
| 3Y | +165.5% | +69.3% | +96.3% | +101.9% |
| 5Y | +107.0% | +48.1% | +58.9% | +64.6% |
| All | +214.8% | +149.9% | +65.0% | +49.5% |
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