+1,655.2%
TER vs VEU
+176.7%
+1,478.4%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.9% | +7.4% | +7.2% |
| 7D | +5.9% | -0.5% | +6.4% | +7.6% |
| 30D | -30.8% | -1.0% | -29.8% | -29.1% |
| 3M | -29.9% | -3.6% | -26.3% | -25.5% |
| 6M | -27.5% | -1.2% | -26.3% | -23.1% |
| YTD | +37.5% | +12.0% | +25.5% | +28.5% |
| 1Y | +50.3% | +13.9% | +36.4% | +38.3% |
| 3Y | +204.9% | +71.3% | +133.6% | +79.5% |
| 5Y | +89.2% | +50.3% | +38.9% | +33.9% |
| 10Y | +1,077.0% | +150.3% | +926.6% | +410.1% |
| All | +1,655.2% | +176.7% | +1,478.4% | +576.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling