+33.0%
Q vs VEU
+18.7%
+14.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.0% | +1.5% | +0.4% |
| 7D | +4.9% | -1.4% | +6.3% | +7.9% |
| 30D | -11.0% | -0.4% | -10.6% | -10.3% |
| 3M | -15.2% | +2.5% | -17.7% | -18.4% |
| 6M | +8.8% | +11.1% | -2.3% | -10.5% |
| YTD | +55.1% | +16.5% | +38.6% | +13.5% |
| All | +33.0% | +18.7% | +14.3% | -8.1% |
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