+345.5%
VIAV vs VEU
+188.7%
+156.8%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +2.0% |
| 7D | +13.6% | +0.3% | +13.3% | +13.1% |
| 30D | +5.3% | +0.7% | +4.7% | +4.8% |
| 3M | -15.6% | +4.7% | -20.3% | -18.9% |
| 6M | +34.0% | +11.6% | +22.4% | +21.2% |
| YTD | +119.9% | +16.8% | +103.1% | +89.6% |
| 1Y | +235.2% | +24.9% | +210.3% | +169.4% |
| 3Y | +299.8% | +75.7% | +224.1% | +120.2% |
| 5Y | +140.1% | +56.1% | +84.0% | +48.4% |
| 10Y | +420.3% | +153.6% | +266.7% | +87.8% |
| All | +345.5% | +188.7% | +156.8% | +39.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling