+145.7%
VMC vs VEU
+155.0%
-9.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.2% | -0.1% |
| 7D | -3.8% | -1.4% | -2.3% | -2.5% |
| 30D | -9.7% | -0.4% | -9.3% | -9.3% |
| 3M | -9.6% | +2.5% | -12.2% | -11.9% |
| 6M | -4.8% | +11.1% | -16.0% | -14.1% |
| YTD | -10.9% | +16.5% | -27.4% | -23.0% |
| 1Y | -15.6% | +22.9% | -38.5% | -30.7% |
| 3Y | +19.3% | +73.4% | -54.1% | -29.4% |
| 5Y | +48.0% | +56.1% | -8.1% | -3.4% |
| All | +145.7% | +155.0% | -9.3% | +4.4% |
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 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