+200.1%
EXC vs VEU
+149.7%
+50.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.8% | -0.4% |
| 7D | -1.4% | -0.5% | -0.8% | -1.2% |
| 30D | +8.3% | -1.0% | +9.3% | +8.7% |
| 3M | +2.6% | -3.6% | +6.2% | +4.6% |
| 6M | +5.2% | -1.2% | +6.3% | +4.9% |
| YTD | +7.5% | +12.0% | -4.4% | -1.9% |
| 1Y | +3.2% | +13.9% | -10.7% | -7.0% |
| 3Y | +29.5% | +71.3% | -41.7% | -14.4% |
| 5Y | +39.7% | +50.3% | -10.6% | +1.0% |
| 10Y | +200.1% | +150.3% | +49.8% | +34.2% |
| All | +200.1% | +149.7% | +50.4% | +34.2% |
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