+553.4%
SE vs VEU
+106.2%
+447.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.4% | -2.9% |
| 7D | -5.2% | -1.4% | -3.8% | -3.2% |
| 30D | -17.1% | -0.4% | -16.7% | -16.5% |
| 3M | +24.0% | +2.5% | +21.4% | +18.3% |
| 6M | +21.0% | +11.1% | +9.8% | +1.2% |
| YTD | -16.7% | +16.5% | -33.2% | -35.2% |
| 1Y | -45.9% | +22.9% | -68.9% | -61.5% |
| 3Y | +177.8% | +73.4% | +104.4% | +13.9% |
| 5Y | -67.4% | +56.1% | -123.5% | -82.9% |
| All | +553.4% | +106.2% | +447.1% | +142.0% |
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