+137.2%
NWSA vs VEU
+155.0%
-17.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.8% |
| 7D | -2.8% | -1.4% | -1.4% | -1.5% |
| 30D | +3.0% | -0.4% | +3.5% | +3.3% |
| 3M | +12.3% | +2.5% | +9.8% | +8.8% |
| 6M | +21.9% | +11.1% | +10.7% | +7.8% |
| YTD | +13.6% | +16.5% | -3.0% | -4.9% |
| 1Y | +0.5% | +22.9% | -22.4% | -20.4% |
| 3Y | +43.8% | +73.4% | -29.7% | -21.3% |
| 5Y | +41.2% | +56.1% | -14.9% | -13.3% |
| All | +137.2% | +155.0% | -17.8% | -3.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling