+327.1%
NET vs VEU
+75.1%
+252.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.5% | -2.5% | -2.6% |
| 7D | -7.0% | +1.1% | -8.1% | -8.2% |
| 30D | -4.8% | +2.2% | -7.0% | -7.1% |
| 3M | +3.8% | +3.0% | +0.8% | +0.1% |
| 6M | +50.0% | +10.9% | +39.2% | +29.9% |
| YTD | +41.5% | +18.2% | +23.3% | +11.0% |
| 1Y | +32.8% | +28.3% | +4.6% | -7.7% |
| All | +327.1% | +75.1% | +252.0% | +63.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling