+47.1%
VSAT vs VEU
+56.2%
-9.0%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.8% | -6.2% | -5.6% |
| 7D | +3.5% | +0.3% | +3.2% | +3.1% |
| 30D | -14.7% | +0.7% | -15.4% | -15.4% |
| 3M | +13.2% | +4.7% | +8.5% | +6.2% |
| 6M | +57.4% | +11.6% | +45.7% | +33.8% |
| YTD | +110.0% | +16.8% | +93.2% | +67.4% |
| 1Y | +134.4% | +24.9% | +109.5% | +70.6% |
| 3Y | +203.5% | +75.7% | +127.8% | +39.5% |
| 5Y | +47.1% | +56.1% | -9.0% | -34.0% |
| All | +47.1% | +56.2% | -9.0% | -34.0% |
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