+513.2%
MA vs VEU
+150.1%
+363.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | +0.2% |
| 7D | -3.5% | +0.3% | -3.8% | -3.8% |
| 30D | +0.8% | +0.7% | +0.1% | 0.0% |
| 3M | +14.8% | +4.7% | +10.1% | +8.7% |
| 6M | +10.0% | +11.6% | -1.7% | -3.9% |
| YTD | -0.1% | +16.8% | -16.9% | -17.4% |
| 1Y | -2.2% | +24.9% | -27.1% | -25.0% |
| 3Y | +39.3% | +75.7% | -36.5% | -28.6% |
| 5Y | +66.3% | +56.1% | +10.2% | -1.6% |
| 10Y | +513.2% | +153.6% | +359.6% | +112.4% |
| All | +513.2% | +150.1% | +363.2% | +112.4% |
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