+66.9%
T vs VEU
+152.3%
-85.4%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +2.2% |
| 7D | -2.4% | -1.9% | -0.5% | -1.5% |
| 30D | +4.3% | -0.7% | +5.0% | +4.6% |
| 3M | +11.6% | +4.9% | +6.7% | +8.4% |
| 6M | -5.6% | +9.8% | -15.4% | -11.0% |
| YTD | +6.6% | +15.3% | -8.7% | -2.7% |
| 1Y | -8.4% | +23.0% | -31.4% | -19.5% |
| 3Y | +107.8% | +73.5% | +34.3% | +45.9% |
| 5Y | +68.3% | +54.5% | +13.8% | +26.3% |
| All | +66.9% | +152.3% | -85.4% | -10.9% |
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