+61.8%
VNQ vs VEU
+155.0%
-93.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | -0.1% |
| 7D | -1.3% | -1.4% | +0.2% | -0.1% |
| 30D | -2.6% | -0.4% | -2.2% | -2.3% |
| 3M | -2.0% | +2.5% | -4.6% | -4.4% |
| 6M | +4.3% | +11.1% | -6.8% | -5.4% |
| YTD | +9.2% | +16.5% | -7.3% | -5.1% |
| 1Y | +5.6% | +22.9% | -17.3% | -12.5% |
| 3Y | +30.8% | +73.4% | -42.6% | -19.9% |
| 5Y | +8.0% | +56.1% | -48.1% | -28.1% |
| All | +61.8% | +155.0% | -93.2% | -29.8% |
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 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