+52.3%
EXEL vs VEU
+22.8%
+29.5%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.3% | -0.9% |
| 7D | -2.9% | -1.9% | -1.0% | -2.0% |
| 30D | +11.9% | -0.7% | +12.6% | +12.3% |
| 3M | +9.2% | +4.9% | +4.4% | +6.3% |
| 6M | +39.1% | +9.8% | +29.2% | +31.9% |
| YTD | +31.0% | +15.3% | +15.7% | +21.9% |
| 1Y | +52.3% | +23.0% | +29.3% | +35.2% |
| All | +52.3% | +22.8% | +29.5% | +35.2% |
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 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