+363.1%
EXEL vs VEU
+152.3%
+210.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.3% | -0.6% |
| 7D | -2.9% | -1.9% | -1.0% | -1.5% |
| 30D | +11.9% | -0.7% | +12.6% | +12.5% |
| 3M | +9.2% | +4.9% | +4.4% | +5.1% |
| 6M | +39.1% | +9.8% | +29.2% | +28.7% |
| YTD | +31.0% | +15.3% | +15.7% | +16.7% |
| 1Y | +52.3% | +23.0% | +29.3% | +29.0% |
| 3Y | +159.7% | +73.5% | +86.3% | +65.5% |
| 5Y | +187.7% | +54.5% | +133.2% | +100.5% |
| All | +363.1% | +152.3% | +210.8% | +155.4% |
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