+2,410.3%
EW vs VEU
+174.2%
+2,236.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.3% |
| 7D | +9.3% | +0.5% | +8.8% | +8.9% |
| 30D | +22.1% | -2.3% | +24.4% | +23.6% |
| 3M | +13.0% | -4.4% | +17.4% | +15.8% |
| 6M | +30.1% | -2.2% | +32.2% | +31.0% |
| YTD | +22.0% | +10.9% | +11.1% | +13.9% |
| 1Y | +23.7% | +13.4% | +10.3% | +14.0% |
| 3Y | +62.0% | +69.7% | -7.7% | +17.3% |
| 5Y | -12.4% | +50.0% | -62.4% | -31.6% |
| 10Y | +236.1% | +145.8% | +90.3% | +103.8% |
| All | +2,410.3% | +174.2% | +2,236.1% | +1,210.6% |
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