-9.5%
VMC vs VEU
+28.8%
-38.3%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.6% |
| 7D | -4.3% | +1.1% | -5.5% | -5.0% |
| 30D | -8.2% | +2.2% | -10.4% | -9.4% |
| 3M | -7.0% | +3.0% | -10.0% | -8.6% |
| 6M | -10.8% | +10.9% | -21.6% | -16.7% |
| YTD | -7.4% | +18.2% | -25.6% | -18.2% |
| 1Y | -9.5% | +28.3% | -37.8% | -25.5% |
| All | -9.5% | +28.8% | -38.3% | -25.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling