+18.0%
VMC vs VEU
+74.2%
-56.2%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -2.7% |
| 7D | -5.3% | +0.3% | -5.6% | -5.5% |
| 30D | -12.3% | +0.7% | -12.9% | -12.6% |
| 3M | -10.3% | +4.7% | -15.0% | -13.3% |
| 6M | -8.6% | +11.6% | -20.2% | -16.0% |
| YTD | -11.9% | +16.8% | -28.7% | -22.0% |
| 1Y | -13.9% | +24.9% | -38.8% | -27.7% |
| All | +18.0% | +74.2% | -56.2% | -27.8% |
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