+212.7%
ROL vs VEU
+150.0%
+62.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.0% |
| 7D | -1.7% | +2.4% | -4.0% | -2.9% |
| 30D | +18.5% | -2.0% | +20.5% | +19.6% |
| 3M | +4.3% | -5.1% | +9.5% | +6.9% |
| 6M | -27.7% | -0.7% | -27.0% | -28.1% |
| YTD | -35.8% | +11.0% | -46.8% | -40.3% |
| 1Y | -34.1% | +12.4% | -46.5% | -39.2% |
| 3Y | +2.9% | +69.8% | -66.8% | -26.7% |
| 5Y | +12.7% | +48.2% | -35.5% | -13.1% |
| All | +212.7% | +150.0% | +62.7% | +74.4% |
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