+33.8%
UL vs VEU
+47.6%
-13.8%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.1% | +1.1% |
| 7D | +1.1% | +2.1% | -1.0% | +0.2% |
| 30D | +4.5% | -0.9% | +5.4% | +4.8% |
| 3M | +6.5% | -5.4% | +11.9% | +8.8% |
| 6M | +18.2% | -1.8% | +20.0% | +18.2% |
| YTD | +4.7% | +10.9% | -6.2% | -1.5% |
| 1Y | +0.8% | +13.6% | -12.8% | -6.4% |
| 3Y | +35.9% | +69.3% | -33.4% | +0.2% |
| All | +33.8% | +47.6% | -13.8% | +6.4% |
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