+448.1%
ED vs VEU
+174.3%
+273.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.4% |
| 7D | -1.7% | +2.4% | -4.1% | -2.5% |
| 30D | +10.7% | -2.0% | +12.7% | +11.3% |
| 3M | +11.6% | -5.1% | +16.8% | +13.4% |
| 6M | +13.5% | -0.7% | +14.2% | +13.2% |
| YTD | +23.1% | +11.0% | +12.1% | +17.8% |
| 1Y | +23.1% | +12.4% | +10.7% | +17.2% |
| 3Y | +47.9% | +69.8% | -21.8% | +20.9% |
| 5Y | +83.9% | +48.2% | +35.7% | +56.4% |
| 10Y | +142.1% | +148.1% | -6.1% | +67.4% |
| All | +448.1% | +174.3% | +273.7% | +226.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling