+55.6%
VFC vs VEU
+17.0%
+38.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.0% | +2.5% | +2.4% |
| 7D | +21.5% | +0.2% | +21.3% | +21.2% |
| 30D | +46.7% | -2.1% | +48.8% | +49.9% |
| 3M | +38.4% | -2.7% | +41.1% | +42.3% |
| 6M | +15.2% | +3.2% | +12.0% | +9.4% |
| YTD | +17.8% | +12.6% | +5.2% | -4.7% |
| 1Y | +55.6% | +17.1% | +38.5% | +14.5% |
| All | +55.6% | +17.0% | +38.6% | +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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling