+815.5%
CTAS vs VEU
+149.9%
+665.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.3% | -0.3% |
| 7D | +2.0% | +2.1% | -0.1% | +0.1% |
| 30D | +8.7% | -0.9% | +9.6% | +9.3% |
| 3M | +13.3% | -5.4% | +18.7% | +18.4% |
| 6M | +39.4% | -1.8% | +41.2% | +39.3% |
| YTD | +21.5% | +10.9% | +10.6% | +7.0% |
| 1Y | +21.9% | +13.6% | +8.3% | +4.9% |
| 3Y | +73.6% | +69.3% | +4.4% | -1.8% |
| 5Y | +116.2% | +48.1% | +68.1% | +40.5% |
| All | +815.5% | +149.9% | +665.6% | +258.6% |
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 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