+1,802.9%
TER vs VEU
+152.3%
+1,650.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.3% | -2.2% | -1.4% |
| 7D | +9.4% | -1.9% | +11.3% | +12.9% |
| 30D | -2.4% | -0.7% | -1.7% | -1.0% |
| 3M | +6.5% | +4.9% | +1.7% | +1.3% |
| 6M | +23.2% | +9.8% | +13.3% | +11.9% |
| YTD | +91.5% | +15.3% | +76.2% | +63.1% |
| 1Y | +214.8% | +23.0% | +191.8% | +145.0% |
| 3Y | +275.3% | +73.5% | +201.8% | +79.5% |
| 5Y | +211.9% | +54.5% | +157.4% | +82.3% |
| All | +1,802.9% | +152.3% | +1,650.6% | +584.1% |
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