+193.8%
VLO vs VEU
+74.2%
+119.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.9% |
| 7D | +6.2% | +0.3% | +5.9% | +6.1% |
| 30D | +23.5% | +0.7% | +22.8% | +23.2% |
| 3M | +53.9% | +4.7% | +49.2% | +50.9% |
| 6M | +81.7% | +11.6% | +70.0% | +71.1% |
| YTD | +142.5% | +16.8% | +125.7% | +119.4% |
| 1Y | +145.4% | +24.9% | +120.6% | +110.8% |
| All | +193.8% | +74.2% | +119.7% | +95.4% |
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