+433.8%
MAR vs VEU
+155.0%
+278.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +0.6% |
| 7D | -0.5% | -1.4% | +0.9% | +1.0% |
| 30D | -5.4% | -0.4% | -5.0% | -5.1% |
| 3M | -15.5% | +2.5% | -18.0% | -18.2% |
| 6M | +3.0% | +11.1% | -8.2% | -9.3% |
| YTD | +8.5% | +16.5% | -8.0% | -9.7% |
| 1Y | +26.0% | +22.9% | +3.0% | -1.6% |
| 3Y | +68.6% | +73.4% | -4.8% | -11.7% |
| 5Y | +157.4% | +56.1% | +101.3% | +53.3% |
| All | +433.8% | +155.0% | +278.9% | +108.3% |
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