-73.1%
SMR vs VEU
+28.8%
-101.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -2.1% |
| 7D | +4.4% | +1.1% | +3.3% | +1.0% |
| 30D | +3.4% | +2.2% | +1.2% | -2.2% |
| 3M | -19.2% | +3.0% | -22.1% | -23.8% |
| 6M | -22.6% | +10.9% | -33.5% | -36.8% |
| YTD | -31.5% | +18.2% | -49.7% | -57.5% |
| 1Y | -73.1% | +28.3% | -101.4% | -85.2% |
| All | -73.1% | +28.8% | -101.9% | -85.2% |
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