+53.9%
GD vs VEU
+64.7%
-10.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | -5.0% | -1.6% | -3.3% | -4.4% |
| 30D | +8.9% | -4.3% | +13.3% | +10.8% |
| 3M | -8.0% | -5.8% | -2.2% | -6.0% |
| 6M | +2.9% | -4.4% | +7.3% | +4.1% |
| YTD | +7.1% | +8.7% | -1.6% | +0.6% |
| 1Y | +5.9% | +12.6% | -6.7% | -2.5% |
| 3Y | +53.9% | +65.2% | -11.4% | +16.4% |
| All | +53.9% | +64.7% | -10.8% | +16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling