-79.0%
VFC vs VEU
+56.2%
-135.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -1.1% |
| 7D | -2.3% | +0.3% | -2.7% | -2.8% |
| 30D | -13.4% | +0.7% | -14.0% | -14.2% |
| 3M | -23.7% | +4.7% | -28.4% | -28.8% |
| 6M | -24.5% | +11.6% | -36.1% | -36.4% |
| YTD | -27.8% | +16.8% | -44.6% | -43.4% |
| 1Y | -13.5% | +24.9% | -38.3% | -38.5% |
| 3Y | -27.1% | +75.7% | -102.8% | -67.2% |
| 5Y | -79.0% | +56.1% | -135.1% | -89.5% |
| All | -79.0% | +56.2% | -135.2% | -89.5% |
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 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