+294.7%
C vs VEU
+150.1%
+144.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.8% |
| 7D | +2.6% | +0.3% | +2.3% | +2.2% |
| 30D | +1.9% | +0.7% | +1.2% | +1.0% |
| 3M | +2.8% | +4.7% | -1.9% | -3.4% |
| 6M | +30.6% | +11.6% | +18.9% | +11.9% |
| YTD | +19.9% | +16.8% | +3.1% | -3.5% |
| 1Y | +44.6% | +24.9% | +19.7% | +6.4% |
| 3Y | +272.1% | +75.7% | +196.4% | +71.8% |
| 5Y | +132.0% | +56.1% | +75.9% | +26.7% |
| 10Y | +294.7% | +153.6% | +141.0% | +21.3% |
| All | +294.7% | +150.1% | +144.6% | +21.3% |
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 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