+790.3%
VLO vs VEU
+149.9%
+640.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.4% |
| 7D | +9.6% | +2.1% | +7.5% | +7.3% |
| 30D | -17.4% | -0.9% | -16.5% | -16.9% |
| 3M | +10.8% | -5.4% | +16.1% | +16.4% |
| 6M | +56.9% | -1.8% | +58.7% | +56.5% |
| YTD | +136.8% | +10.9% | +125.8% | +99.3% |
| 1Y | +120.7% | +13.6% | +107.1% | +80.4% |
| 3Y | +231.9% | +69.3% | +162.7% | +62.1% |
| 5Y | +479.0% | +48.1% | +430.9% | +234.4% |
| All | +790.3% | +149.9% | +640.5% | +161.5% |
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 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