+285.9%
EXEL vs VEU
+48.7%
+237.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.8% |
| 7D | +1.6% | +2.4% | -0.7% | +0.4% |
| 30D | +17.4% | -2.0% | +19.4% | +18.6% |
| 3M | +38.6% | -5.1% | +43.8% | +42.4% |
| 6M | +41.2% | -0.7% | +41.9% | +41.1% |
| YTD | +59.3% | +11.0% | +48.3% | +50.0% |
| 1Y | +60.2% | +12.4% | +47.8% | +49.8% |
| 3Y | +232.6% | +69.8% | +162.8% | +147.7% |
| 5Y | +285.9% | +48.2% | +237.7% | +212.4% |
| All | +285.9% | +48.7% | +237.2% | +212.4% |
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 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