+911.8%
VLO vs VEU
+152.3%
+759.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | +0.4% |
| 7D | +4.0% | -1.9% | +5.9% | +6.1% |
| 30D | +19.0% | -0.7% | +19.7% | +19.8% |
| 3M | +50.0% | +4.9% | +45.1% | +41.1% |
| 6M | +79.1% | +9.8% | +69.3% | +55.6% |
| YTD | +140.3% | +15.3% | +125.0% | +95.8% |
| 1Y | +148.3% | +23.0% | +125.3% | +86.7% |
| 3Y | +194.6% | +73.5% | +121.1% | +42.1% |
| 5Y | +609.6% | +54.5% | +555.1% | +295.3% |
| All | +911.8% | +152.3% | +759.4% | +225.8% |
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 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