+32.0%
Q vs VEU
+19.0%
+13.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +3.3% |
| 7D | +6.6% | +0.3% | +6.3% | +5.9% |
| 30D | -6.6% | +0.7% | -7.2% | -7.8% |
| 3M | -13.2% | +4.7% | -17.9% | -19.6% |
| 6M | +9.9% | +11.6% | -1.7% | -10.4% |
| YTD | +53.9% | +16.8% | +37.1% | +12.1% |
| All | +32.0% | +19.0% | +13.0% | -9.2% |
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