+207.0%
C vs VEU
+149.9%
+57.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | 0.0% | 0.0% |
| 7D | +4.2% | +2.1% | +2.1% | +1.4% |
| 30D | +2.0% | -0.9% | +2.9% | +3.2% |
| 3M | -10.1% | -5.4% | -4.7% | -3.6% |
| 6M | +1.0% | -1.8% | +2.8% | +2.8% |
| YTD | +8.5% | +10.9% | -2.5% | -6.8% |
| 1Y | +25.7% | +13.6% | +12.2% | +4.7% |
| 3Y | +216.0% | +69.3% | +146.7% | +52.0% |
| 5Y | +112.3% | +48.1% | +64.2% | +23.6% |
| All | +207.0% | +149.9% | +57.2% | -5.4% |
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