+363.5%
SE vs VEU
+96.4%
+267.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.2% |
| 7D | -0.5% | +2.1% | -2.6% | -3.7% |
| 30D | -20.9% | -0.9% | -20.0% | -19.8% |
| 3M | -38.9% | -5.4% | -33.5% | -33.7% |
| 6M | -19.4% | -1.8% | -17.6% | -18.2% |
| YTD | -40.9% | +10.9% | -51.9% | -50.6% |
| 1Y | -46.2% | +13.6% | -59.8% | -56.7% |
| 3Y | +63.7% | +69.3% | -5.5% | -30.9% |
| 5Y | -77.9% | +48.1% | -126.0% | -87.5% |
| All | +363.5% | +96.4% | +267.1% | +84.5% |
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