+150.8%
VEU vs SPY
+322.5%
-171.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.2% | +0.4% |
| 7D | -1.4% | -0.8% | -0.7% | -0.8% |
| 30D | -0.4% | -1.1% | +0.6% | +0.4% |
| 3M | +2.5% | +3.9% | -1.3% | -0.5% |
| 6M | +11.1% | +13.6% | -2.5% | +0.6% |
| YTD | +16.5% | +12.7% | +3.8% | +6.1% |
| 1Y | +22.9% | +17.5% | +5.4% | +8.3% |
| 3Y | +73.4% | +76.9% | -3.5% | +8.6% |
| 5Y | +56.1% | +83.6% | -27.5% | -6.0% |
| All | +150.8% | +322.5% | -171.6% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 10y: compounded portfolio wealth divided by compounded SPY 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…
10y analysis · Full analysis span regression · 6 months rolling