+56.1%
B vs VEU
+25.0%
+31.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +2.4% |
| 7D | +1.0% | +0.3% | +0.7% | +0.5% |
| 30D | +9.5% | +0.7% | +8.8% | +8.5% |
| 3M | +14.3% | +4.7% | +9.6% | +6.6% |
| 6M | -1.9% | +11.6% | -13.5% | -16.0% |
| YTD | +4.1% | +16.8% | -12.7% | -16.1% |
| 1Y | +56.1% | +24.9% | +31.2% | +19.3% |
| All | +56.1% | +25.0% | +31.1% | +19.3% |
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