+572.3%
KO vs VEU
+188.7%
+383.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.6% |
| 7D | -0.8% | +0.3% | -1.1% | -0.9% |
| 30D | +0.8% | +0.7% | +0.1% | +0.5% |
| 3M | +8.3% | +4.7% | +3.6% | +5.8% |
| 6M | +14.0% | +11.6% | +2.4% | +7.6% |
| YTD | +26.9% | +16.8% | +10.1% | +17.1% |
| 1Y | +32.7% | +24.9% | +7.8% | +18.5% |
| 3Y | +63.9% | +75.7% | -11.8% | +23.6% |
| 5Y | +81.7% | +56.1% | +25.6% | +43.6% |
| 10Y | +183.0% | +153.6% | +29.4% | +76.7% |
| All | +572.3% | +188.7% | +383.6% | +247.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling