-92.0%
UUUU vs VEU
+185.4%
-277.3%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | +0.4% |
| 7D | +1.8% | +0.3% | +1.5% | +1.4% |
| 30D | +1.8% | +0.7% | +1.2% | +1.3% |
| 3M | +1.3% | +4.7% | -3.4% | -2.8% |
| 6M | -26.8% | +11.6% | -38.4% | -33.7% |
| YTD | +0.1% | +16.8% | -16.7% | -13.1% |
| 1Y | +11.2% | +24.9% | -13.6% | -10.4% |
| 3Y | +97.7% | +75.7% | +22.0% | +9.1% |
| 5Y | +127.3% | +56.1% | +71.2% | +53.7% |
| 10Y | +532.6% | +153.6% | +379.0% | +183.6% |
| All | -92.0% | +185.4% | -277.3% | -95.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling