+995.4%
TER vs VEU
+149.9%
+845.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.1% | -5.3% | -5.3% |
| 7D | +14.4% | +2.1% | +12.3% | +11.0% |
| 30D | -30.6% | -0.9% | -29.7% | -28.6% |
| 3M | -39.2% | -5.4% | -33.8% | -32.0% |
| 6M | -31.3% | -1.8% | -29.5% | -25.3% |
| YTD | +29.1% | +10.9% | +18.1% | +19.2% |
| 1Y | +47.4% | +13.6% | +33.9% | +31.9% |
| 3Y | +191.2% | +69.3% | +122.0% | +47.4% |
| 5Y | +74.0% | +48.1% | +25.9% | +10.3% |
| All | +995.4% | +149.9% | +845.5% | +305.7% |
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