+467.2%
TDY vs VEU
+155.0%
+312.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.2% | +0.2% |
| 7D | -1.1% | -1.4% | +0.3% | +0.3% |
| 30D | -12.0% | -0.4% | -11.6% | -11.7% |
| 3M | -3.2% | +2.5% | -5.7% | -5.7% |
| 6M | -7.9% | +11.1% | -19.0% | -17.2% |
| YTD | +18.2% | +16.5% | +1.7% | +1.3% |
| 1Y | +6.7% | +22.9% | -16.3% | -13.4% |
| 3Y | +47.5% | +73.4% | -25.9% | -16.4% |
| 5Y | +39.5% | +56.1% | -16.6% | -12.1% |
| All | +467.2% | +155.0% | +312.2% | +111.4% |
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