+644.6%
VRT vs VEU
+77.0%
+567.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.1% | +4.4% |
| 7D | +13.6% | +1.7% | +12.0% | +10.2% |
| 30D | +6.8% | +1.0% | +5.8% | +4.9% |
| 3M | -3.2% | +5.6% | -8.8% | -11.2% |
| 6M | +20.3% | +13.7% | +6.7% | -3.7% |
| YTD | +79.6% | +17.7% | +61.9% | +35.6% |
| 1Y | +139.0% | +25.8% | +113.2% | +61.0% |
| 3Y | +644.6% | +77.1% | +567.5% | +181.6% |
| All | +644.6% | +77.0% | +567.6% | +181.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling