+170.2%
VEA vs VEU
+155.0%
+15.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.1% |
| 7D | +0.3% | +0.3% | 0.0% | 0.0% |
| 30D | +0.4% | +0.7% | -0.2% | -0.2% |
| 3M | +4.8% | +4.7% | +0.1% | +0.3% |
| 6M | +11.3% | +11.6% | -0.4% | +0.1% |
| YTD | +17.4% | +16.8% | +0.6% | +1.2% |
| 1Y | +26.2% | +24.9% | +1.3% | +2.0% |
| 3Y | +77.7% | +75.7% | +2.0% | +3.6% |
| 5Y | +60.9% | +56.1% | +4.8% | +5.3% |
| 10Y | +163.6% | +153.6% | +10.0% | +8.7% |
| All | +170.2% | +155.0% | +15.2% | +6.6% |
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