+228.2%
TER vs VEU
+56.2%
+172.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.8% | +3.9% | +4.6% |
| 7D | +12.4% | +0.3% | +12.1% | +11.6% |
| 30D | +5.1% | +0.7% | +4.5% | +4.0% |
| 3M | +4.0% | +4.7% | -0.7% | -1.8% |
| 6M | +29.5% | +11.6% | +17.9% | +12.2% |
| YTD | +98.5% | +16.8% | +81.7% | +60.9% |
| 1Y | +234.1% | +24.9% | +209.2% | +144.4% |
| 3Y | +289.0% | +75.7% | +213.3% | +66.2% |
| 5Y | +228.2% | +56.1% | +172.1% | +79.2% |
| All | +228.2% | +56.2% | +172.0% | +79.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling