+404.6%
VIAV vs VEU
+155.0%
+249.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.0% | +2.6% | +2.5% |
| 7D | +11.2% | -1.4% | +12.6% | +12.9% |
| 30D | -10.1% | -0.4% | -9.7% | -9.5% |
| 3M | -22.9% | +2.5% | -25.4% | -24.2% |
| 6M | +28.8% | +11.1% | +17.6% | +17.6% |
| YTD | +117.5% | +16.5% | +100.9% | +89.5% |
| 1Y | +216.1% | +22.9% | +193.1% | +161.2% |
| 3Y | +292.2% | +73.4% | +218.8% | +127.0% |
| 5Y | +141.0% | +56.1% | +84.9% | +55.3% |
| All | +404.6% | +155.0% | +249.6% | +88.9% |
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