+5.7%
O vs VEU
+22.8%
-17.2%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.8% |
| 7D | -3.5% | -1.9% | -1.6% | -3.4% |
| 30D | -3.3% | -0.7% | -2.6% | -3.3% |
| 3M | -2.8% | +4.9% | -7.7% | -3.6% |
| 6M | -5.8% | +9.8% | -15.6% | -7.7% |
| YTD | +9.4% | +15.3% | -5.9% | +4.4% |
| 1Y | +5.7% | +23.0% | -17.4% | -1.4% |
| All | +5.7% | +22.8% | -17.2% | -1.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling