+96.1%
ROST vs VEU
+72.0%
+24.2%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.8% |
| 7D | -2.5% | -1.9% | -0.6% | -1.4% |
| 30D | -10.3% | -0.7% | -9.6% | -9.9% |
| 3M | -2.6% | +4.9% | -7.4% | -5.5% |
| 6M | +6.5% | +9.8% | -3.3% | -0.2% |
| YTD | +25.9% | +15.3% | +10.6% | +13.9% |
| 1Y | +52.3% | +23.0% | +29.3% | +31.8% |
| All | +96.1% | +72.0% | +24.2% | +30.7% |
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