+237.5%
VIK vs VEU
+60.7%
+176.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.1% | +3.2% |
| 7D | +3.6% | +1.7% | +1.9% | +1.3% |
| 30D | -16.7% | +1.0% | -17.7% | -17.8% |
| 3M | -1.1% | +5.6% | -6.7% | -8.5% |
| 6M | +27.8% | +13.7% | +14.1% | +7.3% |
| YTD | +23.3% | +17.7% | +5.6% | -1.4% |
| 1Y | +38.2% | +25.8% | +12.4% | +1.2% |
| All | +237.5% | +60.7% | +176.7% | +70.2% |
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