+62.9%
EXEL vs VEU
+12.4%
+50.5%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -0.8% | +2.1% | -2.9% | -1.8% |
| 30D | +13.1% | -0.9% | +14.1% | +13.6% |
| 3M | +36.3% | -5.4% | +41.7% | +39.9% |
| 6M | +34.5% | -1.8% | +36.3% | +34.7% |
| YTD | +57.4% | +10.9% | +46.5% | +48.3% |
| 1Y | +62.9% | +13.6% | +49.4% | +50.3% |
| All | +62.9% | +12.4% | +50.5% | +50.3% |
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