+155.8%
EIX vs VEU
+174.2%
-18.4%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.5% |
| 7D | +1.0% | +0.5% | +0.5% | +0.6% |
| 30D | +8.9% | -2.3% | +11.2% | +10.3% |
| 3M | -9.8% | -4.4% | -5.4% | -7.5% |
| 6M | -10.2% | -2.2% | -8.0% | -9.7% |
| YTD | +5.9% | +10.9% | -5.0% | -1.6% |
| 1Y | +10.9% | +13.4% | -2.5% | +1.6% |
| 3Y | +10.2% | +69.7% | -59.5% | -21.3% |
| 5Y | +17.0% | +50.0% | -32.9% | -10.8% |
| 10Y | +35.1% | +145.8% | -110.7% | -24.2% |
| All | +155.8% | +174.2% | -18.4% | +17.1% |
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 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