+6.8%
GAP vs VEU
+53.0%
-46.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -0.5% |
| 7D | -6.3% | -1.9% | -4.4% | -4.0% |
| 30D | -0.2% | -0.7% | +0.5% | +0.5% |
| 3M | 0.0% | +4.9% | -4.8% | -6.5% |
| 6M | -8.1% | +9.8% | -18.0% | -20.0% |
| YTD | -16.5% | +15.3% | -31.8% | -32.2% |
| 1Y | -10.5% | +23.0% | -33.5% | -33.2% |
| 3Y | +104.0% | +73.5% | +30.5% | -5.3% |
| 5Y | +6.8% | +54.5% | -47.7% | -41.6% |
| All | +6.8% | +53.0% | -46.3% | -41.6% |
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