+632.2%
VRT vs VEU
+48.8%
+583.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -1.8% |
| 7D | -17.7% | +0.5% | -18.2% | -18.2% |
| 30D | -20.0% | -2.3% | -17.7% | -15.7% |
| 3M | -28.1% | -4.4% | -23.7% | -20.7% |
| 6M | -42.8% | -2.2% | -40.7% | -38.9% |
| YTD | +20.0% | +10.9% | +9.0% | +3.1% |
| 1Y | +3.5% | +13.4% | -9.9% | -14.1% |
| 3Y | +366.1% | +69.7% | +296.4% | +93.5% |
| 5Y | +632.2% | +50.0% | +582.2% | +282.8% |
| All | +632.2% | +48.8% | +583.3% | +282.8% |
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 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