+76.3%
U vs VEU
+71.8%
+4.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -2.8% |
| 7D | +16.9% | -0.5% | +17.5% | +16.6% |
| 30D | +6.4% | -1.0% | +7.4% | +7.3% |
| 3M | +13.2% | -3.6% | +16.8% | +18.7% |
| 6M | +84.8% | -1.2% | +85.9% | +84.3% |
| YTD | +12.4% | +12.0% | +0.4% | -13.1% |
| 1Y | +19.8% | +13.9% | +5.9% | -10.5% |
| All | +76.3% | +71.8% | +4.5% | -44.5% |
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 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