+31.8%
USB vs VEU
+12.3%
+19.5%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | 0.0% | -1.6% | +1.6% | +0.7% |
| 30D | +5.8% | -4.3% | +10.2% | +7.8% |
| 3M | -6.0% | -5.8% | -0.1% | -3.6% |
| 6M | +7.8% | -4.4% | +12.1% | +9.4% |
| YTD | +14.6% | +8.7% | +5.9% | +5.1% |
| 1Y | +31.8% | +12.6% | +19.1% | +16.3% |
| All | +31.8% | +12.3% | +19.5% | +16.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling