+178.5%
EXE vs VEU
+64.4%
+114.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.5% |
| 7D | -0.3% | +1.1% | -1.4% | -1.0% |
| 30D | +8.5% | +2.2% | +6.3% | +6.9% |
| 3M | +5.5% | +3.0% | +2.5% | +3.1% |
| 6M | -5.9% | +10.9% | -16.8% | -13.2% |
| YTD | -9.7% | +18.2% | -27.9% | -21.2% |
| 1Y | +3.6% | +28.3% | -24.7% | -15.3% |
| 3Y | +18.0% | +74.6% | -56.6% | -26.1% |
| 5Y | +109.4% | +56.4% | +53.1% | +41.3% |
| All | +178.5% | +64.4% | +114.1% | +79.6% |
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