+220.7%
ROL vs VEU
+149.9%
+70.8%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.6% | +2.6% |
| 7D | +3.0% | +2.1% | +0.9% | +1.9% |
| 30D | +19.8% | -0.9% | +20.7% | +20.2% |
| 3M | +7.9% | -5.4% | +13.3% | +10.7% |
| 6M | -25.6% | -1.8% | -23.9% | -25.6% |
| YTD | -34.1% | +10.9% | -45.1% | -38.8% |
| 1Y | -31.4% | +13.6% | -45.0% | -37.1% |
| 3Y | +4.7% | +69.3% | -64.6% | -25.3% |
| 5Y | +15.6% | +48.1% | -32.5% | -10.8% |
| All | +220.7% | +149.9% | +70.8% | +78.9% |
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