+808.9%
MAR vs VEU
+192.1%
+616.8%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.4% |
| 7D | -4.2% | +1.1% | -5.3% | -5.2% |
| 30D | -6.7% | +2.2% | -8.9% | -8.7% |
| 3M | -12.5% | +3.0% | -15.5% | -15.6% |
| 6M | +0.6% | +10.9% | -10.3% | -10.0% |
| YTD | +9.1% | +18.2% | -9.1% | -8.6% |
| 1Y | +26.2% | +28.3% | -2.1% | -2.7% |
| 3Y | +68.2% | +74.6% | -6.5% | -5.0% |
| 5Y | +163.9% | +56.4% | +107.5% | +67.7% |
| 10Y | +420.6% | +153.0% | +267.5% | +113.0% |
| All | +808.9% | +192.1% | +616.8% | +207.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling