+14.7%
S vs VEU
+77.0%
-62.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -1.9% |
| 7D | -5.8% | +1.7% | -7.5% | -7.4% |
| 30D | -9.2% | +1.0% | -10.2% | -10.2% |
| 3M | +23.4% | +5.6% | +17.7% | +15.9% |
| 6M | +36.9% | +13.7% | +23.3% | +16.9% |
| YTD | +29.5% | +17.7% | +11.8% | +4.4% |
| 1Y | +5.4% | +25.8% | -20.3% | -22.4% |
| 3Y | +14.7% | +77.1% | -62.4% | -50.3% |
| All | +14.7% | +77.0% | -62.3% | -50.3% |
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 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