+177.9%
KO vs VEU
+152.3%
+25.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.9% |
| 7D | -1.1% | -1.9% | +0.8% | -0.2% |
| 30D | +1.6% | -0.7% | +2.3% | +1.9% |
| 3M | +5.8% | +4.9% | +0.9% | +3.0% |
| 6M | +14.3% | +9.8% | +4.4% | +8.1% |
| YTD | +27.3% | +15.3% | +12.0% | +17.2% |
| 1Y | +33.2% | +23.0% | +10.1% | +18.3% |
| 3Y | +64.5% | +73.5% | -9.0% | +19.1% |
| 5Y | +83.1% | +54.5% | +28.6% | +41.1% |
| All | +177.9% | +152.3% | +25.5% | +55.8% |
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