+1,274.9%
VRSN vs VEU
+190.9%
+1,084.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -3.1% |
| 7D | -2.1% | +1.7% | -3.8% | -3.4% |
| 30D | -3.9% | +1.0% | -4.9% | -4.7% |
| 3M | -0.1% | +5.6% | -5.8% | -5.1% |
| 6M | +16.4% | +13.7% | +2.7% | +3.3% |
| YTD | +17.2% | +17.7% | -0.5% | +0.4% |
| 1Y | +1.0% | +25.8% | -24.8% | -18.2% |
| 3Y | +39.1% | +77.1% | -38.0% | -16.2% |
| 5Y | +29.0% | +57.1% | -28.1% | -14.5% |
| 10Y | +275.8% | +149.8% | +126.0% | +68.1% |
| All | +1,274.9% | +190.9% | +1,084.0% | +405.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling