+101.0%
B vs VEU
+168.5%
-67.6%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.4% | +0.4% |
| 7D | +9.6% | -1.6% | +11.2% | +10.8% |
| 30D | +3.5% | -4.3% | +7.9% | +6.6% |
| 3M | -1.6% | -5.8% | +4.3% | +2.6% |
| 6M | -1.7% | -4.4% | +2.7% | +2.0% |
| YTD | -5.3% | +8.7% | -14.0% | -8.5% |
| 1Y | +27.2% | +12.6% | +14.6% | +20.4% |
| 3Y | +166.1% | +65.2% | +100.9% | +102.5% |
| 5Y | +136.5% | +45.5% | +90.9% | +92.3% |
| 10Y | +172.2% | +142.7% | +29.5% | +59.0% |
| All | +101.0% | +168.5% | -67.6% | -2.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling