+110.6%
SPOT vs VEU
+53.0%
+57.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.0% | +1.2% |
| 7D | -6.9% | -1.9% | -4.9% | -4.9% |
| 30D | +4.1% | -0.7% | +4.9% | +4.8% |
| 3M | +3.7% | +4.9% | -1.2% | -3.0% |
| 6M | -1.6% | +9.8% | -11.5% | -14.3% |
| YTD | -10.2% | +15.3% | -25.5% | -27.3% |
| 1Y | -25.9% | +23.0% | -48.9% | -45.4% |
| 3Y | +235.6% | +73.5% | +162.1% | +46.9% |
| 5Y | +110.6% | +54.5% | +56.1% | +16.2% |
| All | +110.6% | +53.0% | +57.5% | +16.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling