+2,723.0%
VRT vs VEU
+108.9%
+2,614.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.5% | +3.8% | +3.6% |
| 7D | +9.1% | +1.1% | +8.0% | +7.5% |
| 30D | +0.9% | +2.2% | -1.2% | -1.9% |
| 3M | -13.4% | +3.0% | -16.4% | -15.5% |
| 6M | +11.7% | +10.9% | +0.8% | -1.0% |
| YTD | +73.2% | +18.2% | +55.0% | +42.1% |
| 1Y | +123.4% | +28.3% | +95.1% | +65.8% |
| 3Y | +606.2% | +74.6% | +531.5% | +269.4% |
| 5Y | +899.9% | +56.4% | +843.5% | +496.1% |
| All | +2,723.0% | +108.9% | +2,614.2% | +1,035.7% |
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