+325.4%
UL vs VEU
+192.1%
+133.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.4% |
| 7D | -1.3% | +1.1% | -2.5% | -2.0% |
| 30D | +0.5% | +2.2% | -1.7% | -0.9% |
| 3M | +17.6% | +3.0% | +14.6% | +14.9% |
| 6M | -5.4% | +10.9% | -16.2% | -11.8% |
| YTD | +0.7% | +18.2% | -17.5% | -9.8% |
| 1Y | -9.3% | +28.3% | -37.5% | -22.8% |
| 3Y | +24.5% | +74.6% | -50.1% | -13.2% |
| 5Y | +23.2% | +56.4% | -33.2% | -8.8% |
| 10Y | +64.5% | +153.0% | -88.5% | -11.4% |
| All | +325.4% | +192.1% | +133.2% | +95.4% |
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 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