+469.1%
P vs VEU
+146.2%
+322.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.4% | +3.3% |
| 7D | -23.8% | -1.6% | -22.2% | -21.7% |
| 30D | -36.6% | -4.3% | -32.3% | -32.0% |
| 3M | +10.9% | -5.8% | +16.7% | +21.7% |
| 6M | +30.0% | -4.4% | +34.4% | +41.1% |
| YTD | +44.4% | +8.7% | +35.7% | +32.1% |
| 1Y | +3.9% | +12.6% | -8.7% | -9.3% |
| 3Y | +176.6% | +65.2% | +111.3% | +49.2% |
| 5Y | +249.3% | +45.5% | +203.7% | +123.9% |
| 10Y | +726.9% | +142.7% | +584.2% | +207.9% |
| All | +469.1% | +146.2% | +322.9% | +101.3% |
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 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