+208.8%
C vs VEU
+144.2%
+64.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +1.1% |
| 7D | -0.4% | +0.5% | -0.9% | -1.0% |
| 30D | -5.2% | -2.3% | -2.9% | -2.3% |
| 3M | -9.1% | -4.4% | -4.7% | -3.8% |
| 6M | -1.6% | -2.2% | +0.6% | +0.6% |
| YTD | +6.9% | +10.9% | -4.0% | -8.2% |
| 1Y | +23.0% | +13.4% | +9.6% | +2.7% |
| 3Y | +216.1% | +69.7% | +146.5% | +51.7% |
| 5Y | +112.2% | +50.0% | +62.3% | +21.4% |
| 10Y | +208.8% | +145.8% | +63.0% | -1.0% |
| All | +208.8% | +144.2% | +64.6% | -1.0% |
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