+101.4%
EXE vs VEU
+56.2%
+45.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.1% |
| 7D | -2.7% | +0.3% | -3.0% | -2.9% |
| 30D | -0.4% | +0.7% | -1.0% | -0.9% |
| 3M | +9.5% | +4.7% | +4.8% | +5.9% |
| 6M | -9.3% | +11.6% | -21.0% | -16.8% |
| YTD | -10.9% | +16.8% | -27.7% | -21.5% |
| 1Y | +4.3% | +24.9% | -20.6% | -12.9% |
| 3Y | +18.8% | +75.7% | -56.9% | -26.2% |
| 5Y | +101.4% | +56.1% | +45.3% | +39.0% |
| All | +101.4% | +56.2% | +45.2% | +39.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling