+49.1%
D vs VEU
+149.9%
-100.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | -1.4% | +2.1% | -3.5% | -2.4% |
| 30D | +7.7% | -0.9% | +8.7% | +8.1% |
| 3M | -0.3% | -5.4% | +5.1% | +2.1% |
| 6M | +10.1% | -1.8% | +11.8% | +10.4% |
| YTD | +19.1% | +10.9% | +8.1% | +11.9% |
| 1Y | +15.9% | +13.6% | +2.3% | +7.5% |
| 3Y | +75.0% | +69.3% | +5.7% | +30.7% |
| 5Y | +13.4% | +48.1% | -34.7% | -9.7% |
| All | +49.1% | +149.9% | -100.8% | -18.1% |
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