-48.6%
VFC vs VEU
+149.9%
-198.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.1% | +3.3% | +3.3% |
| 7D | +1.6% | +2.1% | -0.5% | -1.1% |
| 30D | +25.5% | -0.9% | +26.4% | +26.8% |
| 3M | +41.3% | -5.4% | +46.7% | +51.4% |
| 6M | +22.2% | -1.8% | +24.0% | +24.0% |
| YTD | +16.4% | +10.9% | +5.5% | +0.6% |
| 1Y | +38.4% | +13.6% | +24.8% | +16.2% |
| 3Y | +56.2% | +69.3% | -13.0% | -18.1% |
| 5Y | -68.2% | +48.1% | -116.3% | -80.2% |
| All | -48.6% | +149.9% | -198.5% | -82.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling