+133.4%
KR vs VEU
+155.0%
-21.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.0% | +1.7% | +2.6% |
| 7D | -0.2% | -1.4% | +1.3% | 0.0% |
| 30D | +5.1% | -0.4% | +5.5% | +5.1% |
| 3M | -8.2% | +2.5% | -10.7% | -8.5% |
| 6M | -18.0% | +11.1% | -29.1% | -19.5% |
| YTD | -4.8% | +16.5% | -21.3% | -7.5% |
| 1Y | -11.0% | +22.9% | -33.9% | -14.5% |
| 3Y | +37.7% | +73.4% | -35.8% | +22.4% |
| 5Y | +52.8% | +56.1% | -3.3% | +37.9% |
| All | +133.4% | +155.0% | -21.6% | +98.1% |
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