+254.8%
SPOT vs VEU
+104.6%
+150.1%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.2% |
| 7D | -2.9% | +1.7% | -4.5% | -4.4% |
| 30D | +8.3% | +1.0% | +7.3% | +7.1% |
| 3M | +5.1% | +5.6% | -0.6% | -1.4% |
| 6M | -6.5% | +13.7% | -20.1% | -19.4% |
| YTD | -9.0% | +17.7% | -26.7% | -24.8% |
| 1Y | -26.4% | +25.8% | -52.2% | -43.5% |
| 3Y | +240.0% | +77.1% | +162.9% | +80.3% |
| 5Y | +111.7% | +57.1% | +54.6% | +28.2% |
| All | +254.8% | +104.6% | +150.1% | +72.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling