+48.3%
D vs VEU
+144.2%
-95.9%
-52.2%
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% | +0.5% |
| 7D | +2.4% | +0.5% | +1.9% | +2.1% |
| 30D | +10.9% | -2.3% | +13.2% | +12.0% |
| 3M | +2.8% | -4.4% | +7.2% | +4.8% |
| 6M | +12.7% | -2.2% | +14.9% | +13.2% |
| YTD | +20.3% | +10.9% | +9.4% | +13.0% |
| 1Y | +17.1% | +13.4% | +3.8% | +8.8% |
| 3Y | +75.1% | +69.7% | +5.5% | +30.6% |
| 5Y | +13.1% | +50.0% | -36.8% | -10.6% |
| 10Y | +48.3% | +145.8% | -97.5% | -18.9% |
| All | +48.3% | +144.2% | -95.9% | -18.9% |
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