+50.9%
O vs VEU
+152.3%
-101.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | 0.0% |
| 7D | -3.5% | -1.9% | -1.6% | -2.2% |
| 30D | -3.3% | -0.7% | -2.6% | -2.9% |
| 3M | -2.8% | +4.9% | -7.7% | -6.6% |
| 6M | -5.8% | +9.8% | -15.6% | -13.1% |
| YTD | +9.4% | +15.3% | -5.9% | -3.1% |
| 1Y | +5.7% | +23.0% | -17.4% | -11.1% |
| 3Y | +27.2% | +73.5% | -46.3% | -20.2% |
| 5Y | +17.2% | +54.5% | -37.3% | -19.4% |
| All | +50.9% | +152.3% | -101.4% | -37.8% |
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