+1,601.7%
VICR vs VEU
+155.0%
+1,446.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +1.0% | +10.1% | +9.3% |
| 7D | +5.0% | -1.4% | +6.4% | +7.9% |
| 30D | -12.5% | -0.4% | -12.1% | -11.6% |
| 3M | -33.6% | +2.5% | -36.1% | -35.3% |
| 6M | +10.7% | +11.1% | -0.5% | -2.1% |
| YTD | +80.6% | +16.5% | +64.1% | +49.4% |
| 1Y | +288.4% | +22.9% | +265.4% | +196.5% |
| 3Y | +213.8% | +73.4% | +140.4% | +44.6% |
| 5Y | +58.8% | +56.1% | +2.7% | -10.6% |
| All | +1,601.7% | +155.0% | +1,446.7% | +409.1% |
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