+634.6%
P vs VEU
+149.9%
+484.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.9% | -1.8% |
| 7D | +11.6% | +2.1% | +9.5% | +8.5% |
| 30D | -23.7% | -0.9% | -22.8% | -22.0% |
| 3M | -8.0% | -5.4% | -2.6% | +0.7% |
| 6M | +27.9% | -1.8% | +29.7% | +34.2% |
| YTD | +61.2% | +10.9% | +50.2% | +42.5% |
| 1Y | +28.6% | +13.6% | +15.0% | +10.1% |
| 3Y | +200.5% | +69.3% | +131.2% | +51.5% |
| 5Y | +282.9% | +48.1% | +234.8% | +134.3% |
| All | +634.6% | +149.9% | +484.8% | +124.7% |
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