+82.6%
VOO vs VEU
+53.0%
+29.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | +0.5% |
| 7D | -2.0% | -1.9% | -0.1% | -0.4% |
| 30D | -1.7% | -0.7% | -0.9% | -1.1% |
| 3M | +4.7% | +4.9% | -0.1% | +0.5% |
| 6M | +12.6% | +9.8% | +2.7% | +3.3% |
| YTD | +11.8% | +15.3% | -3.5% | -2.0% |
| 1Y | +17.5% | +23.0% | -5.5% | -2.7% |
| 3Y | +77.0% | +73.5% | +3.5% | +6.9% |
| 5Y | +82.6% | +54.5% | +28.1% | +21.5% |
| All | +82.6% | +53.0% | +29.5% | +21.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling