+33.2%
Q vs VEU
+14.0%
+19.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.4% | +0.5% |
| 7D | +6.6% | -0.5% | +7.1% | +8.0% |
| 30D | +2.7% | -1.0% | +3.7% | +5.4% |
| 3M | -8.4% | -3.6% | -4.8% | -0.9% |
| 6M | -17.3% | -1.2% | -16.1% | -13.7% |
| YTD | +55.3% | +12.0% | +43.3% | +23.7% |
| 1Y | +31.5% | +13.9% | +17.6% | -0.9% |
| All | +33.2% | +14.0% | +19.1% | +0.2% |
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