-15.8%
INFQ vs VEU
+7.4%
-23.2%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.2% | -1.5% |
| 7D | +2.1% | -1.4% | +3.5% | +6.0% |
| 30D | +6.1% | -0.4% | +6.6% | +7.8% |
| 3M | -7.1% | +2.5% | -9.6% | -12.9% |
| 6M | +14.8% | +11.1% | +3.6% | -10.3% |
| All | -15.8% | +7.4% | -23.2% | -29.7% |
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 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