+1.3%
VSAT vs VEU
+152.3%
-151.0%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.3% | +3.8% | +4.4% |
| 7D | +3.4% | -1.9% | +5.3% | +6.5% |
| 30D | -12.2% | -0.7% | -11.5% | -11.0% |
| 3M | +20.6% | +4.9% | +15.8% | +14.0% |
| 6M | +60.2% | +9.8% | +50.3% | +43.0% |
| YTD | +115.3% | +15.3% | +100.0% | +81.1% |
| 1Y | +154.6% | +23.0% | +131.5% | +98.2% |
| 3Y | +211.2% | +73.5% | +137.7% | +58.6% |
| 5Y | +52.7% | +54.5% | -1.8% | -10.7% |
| All | +1.3% | +152.3% | -151.0% | -65.6% |
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 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