+3.6%
GAP vs VEU
+47.6%
-44.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.8% | -0.8% |
| 7D | -1.9% | +2.1% | -4.0% | -4.4% |
| 30D | -7.1% | -0.9% | -6.1% | -5.9% |
| 3M | +4.1% | -5.4% | +9.5% | +11.4% |
| 6M | +1.9% | -1.8% | +3.7% | +3.1% |
| YTD | -15.2% | +10.9% | -26.1% | -27.8% |
| 1Y | -10.6% | +13.6% | -24.2% | -26.3% |
| 3Y | +74.6% | +69.3% | +5.3% | -17.1% |
| All | +3.6% | +47.6% | -44.0% | -39.3% |
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 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