+79.8%
USB vs VEU
+150.0%
-70.3%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | +0.5% |
| 7D | +1.2% | +2.4% | -1.1% | -1.2% |
| 30D | +6.3% | -2.0% | +8.3% | +8.4% |
| 3M | -6.1% | -5.1% | -1.0% | -1.2% |
| 6M | +13.0% | -0.7% | +13.7% | +12.4% |
| YTD | +16.6% | +11.0% | +5.6% | +1.8% |
| 1Y | +31.1% | +12.4% | +18.7% | +13.0% |
| 3Y | +100.9% | +69.8% | +31.1% | +8.5% |
| 5Y | +24.5% | +48.2% | -23.7% | -21.1% |
| All | +79.8% | +150.0% | -70.3% | -30.0% |
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