+513.6%
EWT vs VEU
+155.0%
+358.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.8% | +0.7% |
| 7D | -1.1% | -1.4% | +0.3% | +0.4% |
| 30D | +4.5% | -0.4% | +4.9% | +4.9% |
| 3M | +8.3% | +2.5% | +5.7% | +6.1% |
| 6M | +54.2% | +11.1% | +43.1% | +40.3% |
| YTD | +74.6% | +16.5% | +58.1% | +51.8% |
| 1Y | +84.9% | +22.9% | +62.0% | +52.9% |
| 3Y | +197.5% | +73.4% | +124.1% | +78.4% |
| 5Y | +150.6% | +56.1% | +94.5% | +65.5% |
| All | +513.6% | +155.0% | +358.6% | +151.2% |
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