+1,520.6%
TER vs VEU
+174.2%
+1,346.4%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.4% | +0.6% |
| 7D | -8.9% | +0.5% | -9.4% | -8.9% |
| 30D | -39.1% | -2.3% | -36.8% | -36.6% |
| 3M | -32.8% | -4.4% | -28.4% | -27.8% |
| 6M | -31.7% | -2.2% | -29.6% | -26.7% |
| YTD | +26.9% | +10.9% | +16.0% | +20.0% |
| 1Y | +33.6% | +13.4% | +20.2% | +23.5% |
| 3Y | +181.5% | +69.7% | +111.8% | +67.6% |
| 5Y | +76.1% | +50.0% | +26.2% | +25.1% |
| 10Y | +1,006.2% | +145.8% | +860.4% | +389.1% |
| All | +1,520.6% | +174.2% | +1,346.4% | +531.5% |
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