+131.6%
C vs VEU
+56.3%
+75.3%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.3% |
| 7D | +3.2% | +1.7% | +1.5% | +1.4% |
| 30D | +1.3% | +1.0% | +0.3% | +0.2% |
| 3M | +3.1% | +5.6% | -2.5% | -2.8% |
| 6M | +29.6% | +13.7% | +16.0% | +12.3% |
| YTD | +19.0% | +17.7% | +1.2% | -1.0% |
| 1Y | +45.6% | +25.8% | +19.9% | +12.6% |
| 3Y | +269.3% | +77.1% | +192.2% | +95.9% |
| 5Y | +131.6% | +57.1% | +74.4% | +40.4% |
| All | +131.6% | +56.3% | +75.3% | +40.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling