+256.6%
RL vs VEU
+70.2%
+186.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.8% | +3.0% | +2.7% |
| 7D | +0.2% | +0.8% | -0.5% | -0.3% |
| 30D | +7.3% | -1.6% | +9.0% | +9.5% |
| 3M | +1.0% | -4.2% | +5.2% | +5.9% |
| 6M | +11.8% | -1.5% | +13.3% | +13.1% |
| YTD | +13.6% | +11.7% | +1.9% | -1.3% |
| 1Y | +24.0% | +15.6% | +8.5% | +3.4% |
| 3Y | +256.6% | +71.7% | +184.8% | +77.8% |
| All | +256.6% | +70.2% | +186.4% | +77.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling