+221.9%
VIK vs VEU
+57.5%
+164.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | 0.0% | +0.4% |
| 7D | -1.8% | -1.9% | +0.1% | +0.7% |
| 30D | -17.3% | -0.7% | -16.5% | -16.5% |
| 3M | -5.1% | +4.9% | -9.9% | -11.4% |
| 6M | +16.2% | +9.8% | +6.4% | +2.0% |
| YTD | +17.6% | +15.3% | +2.3% | -3.3% |
| 1Y | +33.5% | +23.0% | +10.5% | +0.7% |
| All | +221.9% | +57.5% | +164.4% | +66.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling