+56.2%
GD vs VEU
+70.2%
-14.0%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +2.7% | +2.1% | +0.6% | +1.8% |
| 30D | +8.6% | -0.9% | +9.5% | +8.9% |
| 3M | -7.1% | -5.4% | -1.7% | -5.1% |
| 6M | +7.5% | -1.8% | +9.2% | +7.5% |
| YTD | +9.9% | +10.9% | -1.0% | +2.4% |
| 1Y | +7.6% | +13.6% | -6.0% | -1.1% |
| 3Y | +56.2% | +69.3% | -13.1% | +18.7% |
| All | +56.2% | +70.2% | -14.0% | +18.7% |
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 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