+277.2%
TER vs VEU
+77.0%
+200.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +5.1% |
| 7D | +11.0% | +1.7% | +9.3% | +7.0% |
| 30D | -1.9% | +1.0% | -2.9% | -3.6% |
| 3M | -0.7% | +5.6% | -6.3% | -8.7% |
| 6M | +36.4% | +13.7% | +22.7% | +12.3% |
| YTD | +92.4% | +17.7% | +74.7% | +50.3% |
| 1Y | +213.5% | +25.8% | +187.8% | +120.0% |
| 3Y | +277.2% | +77.1% | +200.1% | +52.0% |
| All | +277.2% | +77.0% | +200.2% | +52.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling