+33.0%
VRSN vs VEU
+53.0%
-20.1%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +1.9% | +1.3% |
| 7D | -1.5% | -1.9% | +0.4% | -0.6% |
| 30D | +0.7% | -0.7% | +1.4% | +1.0% |
| 3M | +0.6% | +4.9% | -4.3% | -2.5% |
| 6M | +21.7% | +9.8% | +11.9% | +14.1% |
| YTD | +20.0% | +15.3% | +4.7% | +8.1% |
| 1Y | +3.2% | +23.0% | -19.9% | -11.2% |
| 3Y | +42.4% | +73.5% | -31.1% | -6.5% |
| 5Y | +33.0% | +54.5% | -21.5% | -5.6% |
| All | +33.0% | +53.0% | -20.1% | -5.6% |
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