+32.6%
NET vs VEU
+51.0%
-18.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.0% | -4.5% | -6.0% |
| 7D | -16.4% | +0.2% | -16.6% | -16.7% |
| 30D | -25.8% | -2.1% | -23.7% | -23.0% |
| 3M | -11.5% | -2.7% | -8.8% | -7.5% |
| 6M | +18.9% | +3.2% | +15.7% | +10.0% |
| YTD | +35.2% | +12.6% | +22.7% | +2.7% |
| 1Y | +14.5% | +17.1% | -2.6% | -19.7% |
| 3Y | +313.8% | +71.0% | +242.9% | +23.6% |
| 5Y | +32.6% | +51.0% | -18.5% | -42.9% |
| All | +32.6% | +51.0% | -18.5% | -42.9% |
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