+136.0%
GOOG vs VEU
+55.0%
+81.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +0.5% |
| 7D | 0.0% | -1.4% | +1.5% | +1.4% |
| 30D | -2.0% | -0.4% | -1.5% | -1.6% |
| 3M | -5.9% | +2.5% | -8.4% | -8.4% |
| 6M | +8.9% | +11.1% | -2.2% | -2.5% |
| YTD | +7.1% | +16.5% | -9.4% | -9.1% |
| 1Y | +39.7% | +22.9% | +16.8% | +12.3% |
| 3Y | +145.8% | +73.4% | +72.4% | +35.4% |
| All | +136.0% | +55.0% | +81.1% | +46.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling