+262.7%
GE vs VEU
+74.2%
+188.5%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.1% | -2.1% |
| 7D | -1.2% | +0.3% | -1.5% | -1.5% |
| 30D | -11.3% | +0.7% | -11.9% | -11.9% |
| 3M | -1.4% | +4.7% | -6.1% | -5.9% |
| 6M | +1.2% | +11.6% | -10.4% | -9.3% |
| YTD | +5.9% | +16.8% | -10.9% | -9.2% |
| 1Y | +18.4% | +24.9% | -6.5% | -4.8% |
| All | +262.7% | +74.2% | +188.5% | +109.0% |
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