+263.3%
VICR vs VEU
+28.8%
+234.5%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.5% | +4.9% | +4.0% |
| 7D | +0.4% | +1.1% | -0.7% | -2.6% |
| 30D | -13.9% | +2.2% | -16.1% | -18.8% |
| 3M | -38.4% | +3.0% | -41.4% | -41.8% |
| 6M | -7.2% | +10.9% | -18.1% | -26.2% |
| YTD | +72.0% | +18.2% | +53.8% | +17.8% |
| 1Y | +263.3% | +28.3% | +235.0% | +119.5% |
| All | +263.3% | +28.8% | +234.5% | +119.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling