-27.4%
VFC vs VEU
+11.6%
-39.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.5% | +1.8% | +1.9% |
| 7D | -1.6% | +1.1% | -2.8% | -2.7% |
| 30D | -11.6% | +2.2% | -13.8% | -13.5% |
| 3M | -18.1% | +3.0% | -21.1% | -20.8% |
| 6M | -27.4% | +10.9% | -38.2% | -35.5% |
| All | -27.4% | +11.6% | -39.0% | -35.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling