+154.9%
EIX vs VEU
+174.3%
-19.4%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.6% |
| 7D | -1.5% | +2.4% | -3.8% | -2.8% |
| 30D | +8.1% | -2.0% | +10.1% | +9.3% |
| 3M | -12.1% | -5.1% | -7.0% | -9.5% |
| 6M | -13.4% | -0.7% | -12.7% | -13.7% |
| YTD | +5.6% | +11.0% | -5.4% | -2.0% |
| 1Y | +7.8% | +12.4% | -4.5% | -0.7% |
| 3Y | +9.8% | +69.8% | -60.0% | -21.6% |
| 5Y | +18.8% | +48.2% | -29.3% | -8.8% |
| 10Y | +34.4% | +148.1% | -113.7% | -24.9% |
| All | +154.9% | +174.3% | -19.4% | +16.7% |
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