+569.6%
MA vs VEU
+149.7%
+419.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.6% |
| 7D | -1.8% | -0.5% | -1.3% | -1.4% |
| 30D | +11.0% | -1.0% | +12.0% | +11.9% |
| 3M | +17.9% | -3.6% | +21.5% | +21.7% |
| 6M | +33.2% | -1.2% | +34.3% | +32.5% |
| YTD | +16.5% | +12.0% | +4.5% | 0.0% |
| 1Y | +19.1% | +13.9% | +5.2% | +0.4% |
| 3Y | +70.6% | +71.3% | -0.7% | -11.1% |
| 5Y | +92.1% | +50.3% | +41.8% | +17.4% |
| 10Y | +569.6% | +150.3% | +419.3% | +124.1% |
| All | +569.6% | +149.7% | +419.9% | +124.1% |
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