+1,737.4%
ULTA vs VEU
+139.9%
+1,597.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.6% | -0.7% |
| 7D | -1.8% | +0.3% | -2.1% | -2.0% |
| 30D | -1.2% | +0.7% | -1.9% | -1.9% |
| 3M | +13.4% | +4.7% | +8.7% | +8.7% |
| 6M | -15.6% | +11.6% | -27.3% | -23.7% |
| YTD | -10.4% | +16.8% | -27.2% | -22.3% |
| 1Y | +5.5% | +24.9% | -19.4% | -13.5% |
| 3Y | +31.0% | +75.7% | -44.8% | -19.3% |
| 5Y | +41.8% | +56.1% | -14.3% | -4.0% |
| 10Y | +127.0% | +153.6% | -26.6% | +6.8% |
| All | +1,737.4% | +139.9% | +1,597.5% | +817.6% |
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