+227.7%
VLO vs VEU
+70.3%
+157.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.9% | +4.0% | +3.3% |
| 7D | +6.8% | +2.4% | +4.4% | +6.1% |
| 30D | -17.9% | -2.0% | -15.9% | -17.4% |
| 3M | +13.5% | -5.1% | +18.7% | +15.2% |
| 6M | +53.0% | -0.7% | +53.7% | +52.3% |
| YTD | +133.7% | +11.0% | +122.7% | +114.8% |
| 1Y | +115.7% | +12.4% | +103.3% | +96.3% |
| All | +227.7% | +70.3% | +157.4% | +113.8% |
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 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