+1,043.0%
MAR vs VEU
+174.2%
+868.8%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.3% |
| 7D | +1.6% | +2.1% | -0.5% | -0.5% |
| 30D | +13.8% | -0.9% | +14.7% | +14.7% |
| 3M | +20.3% | -5.4% | +25.7% | +26.5% |
| 6M | +21.3% | -1.8% | +23.1% | +22.0% |
| YTD | +37.2% | +10.9% | +26.3% | +21.9% |
| 1Y | +48.4% | +13.6% | +34.9% | +28.8% |
| 3Y | +120.1% | +69.3% | +50.9% | +27.7% |
| 5Y | +182.1% | +48.1% | +134.0% | +88.7% |
| 10Y | +530.2% | +148.0% | +382.2% | +162.7% |
| All | +1,043.0% | +174.2% | +868.8% | +310.3% |
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 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