+847.8%
MU vs VEU
+45.1%
+802.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +4.9% | +4.7% |
| 7D | -22.0% | -1.6% | -20.4% | -18.9% |
| 30D | -36.6% | -4.3% | -32.2% | -30.1% |
| 3M | -21.7% | -5.8% | -15.9% | -10.9% |
| 6M | +3.5% | -4.4% | +7.9% | +20.3% |
| YTD | +141.9% | +8.7% | +133.3% | +126.4% |
| 1Y | +189.8% | +12.6% | +177.2% | +156.4% |
| 3Y | +855.4% | +65.2% | +790.1% | +385.2% |
| All | +847.8% | +45.1% | +802.7% | +510.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling