-100.0%
VIVK vs VEU
+73.8%
-173.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +1.0% | -8.4% | -7.8% |
| 7D | -4.4% | -1.4% | -2.9% | -3.8% |
| 30D | -40.8% | -0.4% | -40.4% | -40.7% |
| 3M | -94.1% | +2.5% | -96.7% | -94.3% |
| 6M | -98.2% | +11.1% | -109.3% | -98.3% |
| YTD | -98.0% | +16.5% | -114.5% | -98.2% |
| 1Y | -100.0% | +22.9% | -122.9% | -100.0% |
| 3Y | -100.0% | +73.4% | -173.4% | -100.0% |
| All | -100.0% | +73.8% | -173.8% | -100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling