+67.1%
V vs VEU
+56.3%
+10.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.5% |
| 7D | -1.1% | +1.7% | -2.7% | -2.1% |
| 30D | +1.9% | +1.0% | +0.9% | +1.2% |
| 3M | +15.5% | +5.6% | +9.9% | +10.9% |
| 6M | +16.6% | +13.7% | +2.9% | +5.1% |
| YTD | +5.7% | +17.7% | -12.0% | -7.6% |
| 1Y | +8.6% | +25.8% | -17.2% | -10.2% |
| 3Y | +52.5% | +77.1% | -24.6% | -7.0% |
| 5Y | +67.1% | +57.1% | +10.0% | +14.5% |
| All | +67.1% | +56.3% | +10.9% | +14.5% |
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