+643.5%
GD vs VEU
+176.7%
+466.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.7% |
| 7D | +0.6% | -0.5% | +1.2% | +1.0% |
| 30D | +9.5% | -1.0% | +10.5% | +10.0% |
| 3M | -5.8% | -3.6% | -2.2% | -3.9% |
| 6M | +7.7% | -1.2% | +8.9% | +7.7% |
| YTD | +11.1% | +12.0% | -0.9% | +1.5% |
| 1Y | +6.1% | +13.9% | -7.8% | -4.1% |
| 3Y | +59.8% | +71.3% | -11.4% | +9.1% |
| 5Y | +104.6% | +50.3% | +54.3% | +50.3% |
| 10Y | +170.5% | +150.3% | +20.2% | +41.3% |
| All | +643.5% | +176.7% | +466.8% | +240.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling