+15.3%
VFC vs VEU
-0.8%
+16.0%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.9% | -2.1% | -2.3% |
| 7D | -1.4% | +2.4% | -3.8% | -3.0% |
| 30D | +24.6% | -2.0% | +26.6% | +26.2% |
| 3M | +38.4% | -5.1% | +43.6% | +43.3% |
| 6M | +15.3% | -0.7% | +16.0% | +15.0% |
| All | +15.3% | -0.8% | +16.0% | +15.0% |
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