+7.6%
GD vs VEU
+12.4%
-4.9%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +2.7% | +2.1% | +0.6% | +2.3% |
| 30D | +8.6% | -0.9% | +9.5% | +8.7% |
| 3M | -7.1% | -5.4% | -1.7% | -6.2% |
| 6M | +7.5% | -1.8% | +9.2% | +7.0% |
| YTD | +9.9% | +10.9% | -1.0% | -1.7% |
| 1Y | +7.6% | +13.6% | -6.0% | -5.7% |
| All | +7.6% | +12.4% | -4.9% | -5.7% |
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