+88.0%
UUUU vs VEU
+53.4%
+34.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.3% | -5.0% | -3.8% |
| 7D | -5.0% | -1.9% | -3.1% | -1.2% |
| 30D | -7.8% | -0.7% | -7.1% | -6.0% |
| 3M | -0.4% | +4.9% | -5.3% | -7.6% |
| 6M | -32.9% | +9.8% | -42.7% | -41.8% |
| YTD | -6.3% | +15.3% | -21.6% | -24.8% |
| 1Y | +7.9% | +23.0% | -15.1% | -23.2% |
| 3Y | +85.2% | +73.5% | +11.7% | -33.8% |
| All | +88.0% | +53.4% | +34.6% | +13.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling