-57.8%
UUUU vs VEU
+17.0%
-74.8%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.0% | -2.8% | -5.8% |
| 7D | -14.4% | +0.2% | -14.6% | -14.9% |
| 30D | -33.6% | -2.1% | -31.5% | -29.4% |
| 3M | -44.2% | -2.7% | -41.5% | -39.3% |
| 6M | -66.8% | +3.2% | -70.0% | -67.9% |
| YTD | -50.6% | +12.6% | -63.2% | -63.3% |
| 1Y | -57.8% | +17.1% | -74.9% | -72.0% |
| All | -57.8% | +17.0% | -74.8% | -72.0% |
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 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