+1,449.6%
NET vs VEU
+108.5%
+1,341.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.5% | -2.5% | -2.6% |
| 7D | -7.0% | +1.1% | -8.1% | -8.3% |
| 30D | -4.8% | +2.2% | -7.0% | -7.2% |
| 3M | +3.8% | +3.0% | +0.8% | -0.2% |
| 6M | +50.0% | +10.9% | +39.2% | +29.0% |
| YTD | +41.5% | +18.2% | +23.3% | +11.6% |
| 1Y | +32.8% | +28.3% | +4.6% | -5.9% |
| 3Y | +335.9% | +74.6% | +261.3% | +107.5% |
| 5Y | +113.8% | +56.4% | +57.5% | +16.7% |
| All | +1,449.6% | +108.5% | +1,341.0% | +608.4% |
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