+2,486.9%
VRT vs VEU
+105.9%
+2,381.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.0% | +2.6% | +2.2% |
| 7D | -8.4% | -1.4% | -6.9% | -6.4% |
| 30D | -10.9% | -0.4% | -10.4% | -10.0% |
| 3M | -13.7% | +2.5% | -16.2% | -15.3% |
| 6M | -4.1% | +11.1% | -15.3% | -15.2% |
| YTD | +58.7% | +16.5% | +42.2% | +33.1% |
| 1Y | +89.6% | +22.9% | +66.7% | +49.3% |
| 3Y | +558.1% | +73.4% | +484.7% | +248.8% |
| 5Y | +953.0% | +56.1% | +896.9% | +533.6% |
| All | +2,486.9% | +105.9% | +2,381.0% | +963.5% |
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 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