+2,010.2%
VRT vs VEU
+96.2%
+1,914.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +2.7% |
| 7D | +18.6% | +2.4% | +16.3% | +15.2% |
| 30D | -11.7% | -2.0% | -9.7% | -8.4% |
| 3M | -27.3% | -5.1% | -22.1% | -20.8% |
| 6M | -42.9% | -0.7% | -42.2% | -40.8% |
| YTD | +29.5% | +11.0% | +18.5% | +17.2% |
| 1Y | +21.0% | +12.4% | +8.7% | +8.2% |
| 3Y | +403.1% | +69.8% | +333.3% | +177.5% |
| 5Y | +688.8% | +48.2% | +640.6% | +414.3% |
| All | +2,010.2% | +96.2% | +1,914.0% | +836.4% |
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