+205.1%
ROL vs VEU
+152.3%
+52.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.3% | +0.7% |
| 7D | -3.2% | -1.9% | -1.3% | -2.2% |
| 30D | -6.6% | -0.7% | -5.9% | -6.3% |
| 3M | -27.3% | +4.9% | -32.2% | -29.4% |
| 6M | -38.1% | +9.8% | -47.9% | -41.7% |
| YTD | -41.8% | +15.3% | -57.1% | -46.8% |
| 1Y | -37.8% | +23.0% | -60.8% | -45.4% |
| 3Y | -0.3% | +73.5% | -73.8% | -29.5% |
| 5Y | -5.1% | +54.5% | -59.5% | -28.2% |
| All | +205.1% | +152.3% | +52.7% | +69.3% |
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