+230.7%
VSAT vs VEU
+75.6%
+155.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.6% | +4.1% |
| 7D | +17.3% | +1.7% | +15.6% | +13.2% |
| 30D | -3.3% | +1.0% | -4.3% | -5.1% |
| 3M | +18.7% | +5.6% | +13.1% | +6.9% |
| 6M | +77.6% | +13.7% | +63.9% | +37.3% |
| YTD | +125.6% | +17.7% | +107.9% | +62.6% |
| 1Y | +158.3% | +25.8% | +132.5% | +64.7% |
| All | +230.7% | +75.6% | +155.1% | +4.7% |
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 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