+125.6%
ULTA vs VEU
+155.0%
-29.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.0% | +1.1% |
| 7D | -3.1% | -1.4% | -1.7% | -1.7% |
| 30D | +2.8% | -0.4% | +3.2% | +3.1% |
| 3M | +14.8% | +2.5% | +12.2% | +11.4% |
| 6M | -16.2% | +11.1% | -27.4% | -25.7% |
| YTD | -9.6% | +16.5% | -26.1% | -24.0% |
| 1Y | +4.8% | +22.9% | -18.2% | -16.8% |
| 3Y | +30.7% | +73.4% | -42.7% | -28.4% |
| 5Y | +45.9% | +56.1% | -10.2% | -10.5% |
| All | +125.6% | +155.0% | -29.4% | -14.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling