+31.6%
Q vs VEU
+13.8%
+17.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.8% | +4.1% | +1.3% |
| 7D | +8.4% | +0.8% | +7.7% | +7.0% |
| 30D | -1.2% | -1.6% | +0.4% | +2.6% |
| 3M | -9.3% | -4.2% | -5.1% | -0.7% |
| 6M | -15.0% | -1.5% | -13.5% | -10.7% |
| YTD | +53.5% | +11.7% | +41.8% | +22.9% |
| 1Y | +35.9% | +15.6% | +20.3% | 0.0% |
| All | +31.6% | +13.8% | +17.8% | -0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling