+68.9%
SE vs VEU
+70.5%
-1.6%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -0.7% |
| 7D | 0.0% | +0.5% | -0.5% | -0.4% |
| 30D | -19.4% | -2.3% | -17.1% | -17.2% |
| 3M | -33.1% | -4.4% | -28.7% | -29.7% |
| 6M | -11.4% | -2.2% | -9.3% | -10.0% |
| YTD | -39.8% | +10.9% | -50.7% | -47.3% |
| 1Y | -50.5% | +13.4% | -63.8% | -57.8% |
| 3Y | +68.9% | +69.7% | -0.8% | +53.6% |
| All | +68.9% | +70.5% | -1.6% | +53.6% |
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 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