-12.2%
VEEV vs VEU
+55.0%
-67.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | -0.3% |
| 7D | -4.6% | -1.4% | -3.2% | -3.5% |
| 30D | +8.6% | -0.4% | +9.1% | +9.0% |
| 3M | +62.4% | +2.5% | +59.9% | +58.0% |
| 6M | +40.3% | +11.1% | +29.1% | +25.4% |
| YTD | +17.5% | +16.5% | +1.0% | -0.6% |
| 1Y | -6.1% | +22.9% | -29.0% | -25.0% |
| 3Y | +16.7% | +73.4% | -56.7% | -37.9% |
| All | -12.2% | +55.0% | -67.2% | -46.9% |
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