+568.4%
MA vs VEU
+144.2%
+424.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.1% | +1.1% |
| 7D | +1.8% | +0.5% | +1.3% | +1.2% |
| 30D | +11.8% | -2.3% | +14.1% | +14.2% |
| 3M | +17.2% | -4.4% | +21.6% | +21.9% |
| 6M | +33.4% | -2.2% | +35.6% | +34.0% |
| YTD | +16.1% | +10.9% | +5.2% | +0.6% |
| 1Y | +19.9% | +13.4% | +6.5% | +1.4% |
| 3Y | +70.1% | +69.7% | +0.4% | -10.5% |
| 5Y | +89.6% | +50.0% | +39.7% | +16.0% |
| 10Y | +568.4% | +145.8% | +422.7% | +131.8% |
| All | +568.4% | +144.2% | +424.3% | +131.8% |
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