+208.6%
B vs VEU
+144.2%
+64.5%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.7% | -5.4% | -5.6% |
| 7D | +7.1% | +0.5% | +6.6% | +6.8% |
| 30D | -3.3% | -2.3% | -1.0% | -1.6% |
| 3M | -2.5% | -4.4% | +1.8% | +0.9% |
| 6M | -7.2% | -2.2% | -5.1% | -4.9% |
| YTD | -7.4% | +10.9% | -18.3% | -11.6% |
| 1Y | +16.4% | +13.4% | +3.1% | +9.7% |
| 3Y | +178.7% | +69.7% | +109.0% | +111.4% |
| 5Y | +121.7% | +50.0% | +71.7% | +75.2% |
| 10Y | +208.6% | +145.8% | +62.8% | +43.2% |
| All | +208.6% | +144.2% | +64.5% | +43.2% |
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 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