+63.2%
EFA vs VEU
+72.0%
-8.7%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.4% | +0.4% |
| 7D | -2.4% | -1.9% | -0.4% | -0.5% |
| 30D | -2.2% | -0.7% | -1.5% | -1.6% |
| 3M | +5.7% | +4.9% | +0.8% | +0.7% |
| 6M | +8.2% | +9.8% | -1.7% | -1.7% |
| YTD | +11.8% | +15.3% | -3.5% | -3.3% |
| 1Y | +18.3% | +23.0% | -4.7% | -4.2% |
| All | +63.2% | +72.0% | -8.7% | -5.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling