+5.1%
EXC vs VEU
+25.0%
-19.9%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.7% |
| 7D | +0.3% | +0.3% | 0.0% | +0.4% |
| 30D | -0.9% | +0.7% | -1.5% | -0.7% |
| 3M | -2.7% | +4.7% | -7.4% | -1.9% |
| 6M | -9.4% | +11.6% | -21.0% | -9.0% |
| YTD | +3.0% | +16.8% | -13.8% | +3.2% |
| 1Y | +5.1% | +24.9% | -19.7% | +6.1% |
| All | +5.1% | +25.0% | -19.9% | +6.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling