+105.0%
ED vs VEU
+152.3%
-47.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.3% |
| 7D | -1.9% | -1.9% | +0.1% | -1.3% |
| 30D | +0.1% | -0.7% | +0.8% | +0.3% |
| 3M | 0.0% | +4.9% | -4.9% | -1.6% |
| 6M | -2.5% | +9.8% | -12.4% | -5.8% |
| YTD | +10.1% | +15.3% | -5.2% | +4.5% |
| 1Y | +13.6% | +23.0% | -9.4% | +5.3% |
| 3Y | +32.4% | +73.5% | -41.0% | +7.1% |
| 5Y | +69.9% | +54.5% | +15.4% | +42.2% |
| All | +105.0% | +152.3% | -47.4% | +26.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling