+147.8%
GE vs VEU
+152.3%
-4.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | +1.1% |
| 7D | -2.8% | -1.9% | -0.9% | -0.6% |
| 30D | -11.9% | -0.7% | -11.2% | -11.3% |
| 3M | +1.8% | +4.9% | -3.0% | -3.9% |
| 6M | -0.6% | +9.8% | -10.4% | -10.9% |
| YTD | +5.5% | +15.3% | -9.8% | -10.7% |
| 1Y | +15.0% | +23.0% | -8.1% | -9.8% |
| 3Y | +269.5% | +73.5% | +196.0% | +92.5% |
| 5Y | +422.4% | +54.5% | +368.0% | +214.2% |
| All | +147.8% | +152.3% | -4.5% | -3.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling