+3.4%
UUUU vs VEU
+23.8%
-20.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.0% | -6.0% | -7.4% |
| 7D | -10.5% | -1.4% | -9.1% | -7.5% |
| 30D | -10.5% | -0.4% | -10.1% | -9.2% |
| 3M | -14.1% | +2.5% | -16.7% | -18.0% |
| 6M | -35.5% | +11.1% | -46.6% | -47.1% |
| YTD | -10.9% | +16.5% | -27.4% | -32.6% |
| 1Y | +3.4% | +22.9% | -19.6% | -26.8% |
| All | +3.4% | +23.8% | -20.5% | -26.8% |
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