+478.5%
GS vs VEU
+147.4%
+331.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.8% | +1.9% | +1.3% |
| 7D | +0.8% | +0.8% | +0.1% | +0.1% |
| 30D | +1.2% | -1.6% | +2.8% | +3.5% |
| 3M | -12.4% | -4.2% | -8.2% | -7.5% |
| 6M | -2.3% | -1.5% | -0.8% | 0.0% |
| YTD | +4.6% | +11.7% | -7.1% | -8.0% |
| 1Y | +17.5% | +15.6% | +1.9% | -0.7% |
| 3Y | +202.0% | +71.7% | +130.3% | +58.7% |
| 5Y | +152.4% | +49.5% | +102.9% | +57.5% |
| 10Y | +478.5% | +145.6% | +332.9% | +122.4% |
| All | +478.5% | +147.4% | +331.1% | +122.4% |
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 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