+19.6%
EIX vs VEU
+152.3%
-132.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -0.4% |
| 7D | +0.8% | -1.9% | +2.7% | +2.1% |
| 30D | -18.8% | -0.7% | -18.1% | -18.5% |
| 3M | -19.7% | +4.9% | -24.5% | -22.5% |
| 6M | -18.2% | +9.8% | -28.1% | -24.1% |
| YTD | -1.7% | +15.3% | -17.1% | -12.1% |
| 1Y | +7.8% | +23.0% | -15.3% | -8.0% |
| 3Y | -5.6% | +73.5% | -79.1% | -37.4% |
| 5Y | +23.7% | +54.5% | -30.8% | -12.0% |
| All | +19.6% | +152.3% | -132.8% | -45.0% |
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 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