+39.2%
S vs VEU
+17.0%
+22.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.0% | -0.3% | +1.0% |
| 7D | -8.2% | +0.2% | -8.4% | -8.3% |
| 30D | -7.6% | -2.1% | -5.5% | -7.1% |
| 3M | +12.0% | -2.7% | +14.7% | +12.6% |
| 6M | +50.6% | +3.2% | +47.4% | +47.6% |
| YTD | +56.6% | +12.6% | +44.0% | +37.8% |
| 1Y | +39.2% | +17.1% | +22.1% | +14.6% |
| All | +39.2% | +17.0% | +22.2% | +14.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling