+313.7%
IVV vs VEU
+149.3%
+164.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.2% |
| 7D | +0.5% | +1.7% | -1.2% | -1.0% |
| 30D | -1.0% | +1.0% | -2.0% | -1.9% |
| 3M | +3.9% | +5.6% | -1.8% | -1.4% |
| 6M | +14.5% | +13.7% | +0.8% | +1.2% |
| YTD | +12.9% | +17.7% | -4.8% | -3.7% |
| 1Y | +19.4% | +25.8% | -6.4% | -4.3% |
| 3Y | +78.8% | +77.1% | +1.7% | +3.4% |
| 5Y | +82.2% | +57.1% | +25.0% | +17.8% |
| 10Y | +313.7% | +149.8% | +163.8% | +77.4% |
| All | +313.7% | +149.3% | +164.4% | +77.4% |
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