+199.8%
TER vs VEU
+28.8%
+171.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.5% | +4.9% | +3.9% |
| 7D | +0.6% | +1.1% | -0.6% | -2.5% |
| 30D | -8.3% | +2.2% | -10.5% | -13.5% |
| 3M | -12.2% | +3.0% | -15.2% | -16.1% |
| 6M | +17.0% | +10.9% | +6.2% | -3.7% |
| YTD | +84.6% | +18.2% | +66.4% | +28.9% |
| 1Y | +199.8% | +28.3% | +171.5% | +83.0% |
| All | +199.8% | +28.8% | +171.0% | +83.0% |
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